SFDC Type is 'User' not pulling any persons | Community
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byleung
byleung
Level 2
September 28, 2023
Solved

SFDC Type is 'User' not pulling any persons

  • September 28, 2023
  • 1 reply
  • 1728 views

Hi all, 

 

I've enabled the filter for a smart list as SFDC Type is 'User' after activating View All Users in the Salesforce permissions for the Marketo Sync profile. The option for 'User' now appears; however, when I add this filter, no people are being pulled in.

 

Is there a permission that I am missing? 

 

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    Best answer by Steven_Vanderb3

    This is expected. Marketo always syncs Users; it's how you are able to select Sale Owners in Smart Lists and Smart Campaigns or with tokens. That is the extent of their support in the Marketo front end, you will not get any results using the SFDC Type is User filter. 

    1 reply

    Steven_Vanderb3
    Adobe Employee
    Steven_Vanderb3Adobe EmployeeAccepted solution
    Adobe Employee
    September 28, 2023

    This is expected. Marketo always syncs Users; it's how you are able to select Sale Owners in Smart Lists and Smart Campaigns or with tokens. That is the extent of their support in the Marketo front end, you will not get any results using the SFDC Type is User filter. 

      byleung
      byleungAuthor
      Level 2
      September 28, 2023

      Thanks, Steven.

       

      Is there a suggested way then to pull a smart list of our employees without importing a list that has them process in as leads?

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      September 28, 2023

      It’s not typical to create Marketo-only people that correspond to your SFDC Users, if that’s what you mean.

       

      Instead, you’d create an SFDC Contact for each. An SFDC admin can even automate this process.

       

      Remember, the way you interact with SFDC Contacts & Leads from a martech perspective is strikingly different from how you’d work with an SFDC User. For one example, you map fields from SFDC Contact/Lead ↔︎ Marketo Person and allow Marketo to update at least some of those fields. But you’d never want to update SFDC User fields from Marketo, as those are sacrosanct in SFDC. Then there are related Tasks, Activities, and so on: all things you don’t want to do directly to/with your SFDC Users.

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