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A
Anonymous
April 10, 2013
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SFDC Products within Opportunities?

  • April 10, 2013
  • 3 replies
  • 1915 views
When creating a smart list, how do I add a constraint for Products (within an Opportunity)?

I want to be able to filter on customers who own a certain product. I figure by looking at Closed Won oppy's that include the product line item, I should be able to do this..


Eric

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    Best answer by Jep_Castelein2
    Hi Eric, while custom fields on the Opportunity are available in the "Has Opportunity" filter constraints, related lists are not. Maybe the SFDC admin can create a custom field on the Opportunity that contains the product names (multi-picklist) and auto-populate that with a Workflow? That field would be accessible in the "Has Opportunity" filter constraints. 

    3 replies

    A
    Anonymous
    April 10, 2013
    You can try the criteria "Has Opportunity" and add constraint for the Product.  Something like the following:



    This specific field doesn't show up in my instance but YMMV
    Jep_Castelein2
    Jep_Castelein2Accepted solution
    Level 10
    April 10, 2013
    Hi Eric, while custom fields on the Opportunity are available in the "Has Opportunity" filter constraints, related lists are not. Maybe the SFDC admin can create a custom field on the Opportunity that contains the product names (multi-picklist) and auto-populate that with a Workflow? That field would be accessible in the "Has Opportunity" filter constraints. 
    A
    Anonymous
    April 10, 2013
    Sounds like a lot of work and a ton more fields to sync over. Thanks for the reply.
    This seems like it would be a trivial thing for Marketo to just grab. Then you can make campaigns that segment relevant emails based on what products people own... isn't that the dream?
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