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Tyler_Mosher1
Tyler_Mosher1
Level 2
March 25, 2019
Question

Smart List - Does lead already exist as a Lead/Contact in Salesforce.

  • March 25, 2019
  • 1 reply
  • 3829 views

Hello,

I'm a new Marketo user that was brought on to manage my company's instance of Marketo and Salesforce. I'm trying to determine via a Smart List if a lead in Marketo already existed in Salesforce as a lead/contact. The sync between Marketo and Salesforce is already configured.

Thanks!

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1 reply

R
rachel2-2
Level 8
March 25, 2019

Are you looking to pull a list of all records synced to SFDC, or determine if a specific record is synced?

In a smart list, there are a few ways to do this, but you can use the filter SFDC Type is not empty to pull a list of everyone who's been synced. Might be worth adding SFDC Is Deleted = FALSE as an additional filter in case any of them were removed.

To verify for a specific record, go to the Info tab on a person record and look for these two fields.

Tyler_Mosher1
Tyler_Mosher1Author
Level 2
March 25, 2019

Rachel,

Thanks for your insight. I'm think I didn't articulate my question very well. Currently all leads are synced with SFDC. However I'm trying to determine how many of our leads in Marketo already had a record in Salesforce prior to being synced. I'm not sure if that helps clarify my questions at all.

R
rachel2-2
Level 8
March 25, 2019

Try looking for Original Source Type = salesforce.com. That shows all the

records that were created in SFDC and then synced to Marketo. Hopefully

that is closer to what you were looking for!

On Mon, Mar 25, 2019 at 11:12 AM Tyler Mosher <marketingnation@marketo.com>

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