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August 30, 2018
Question

Smart List showing all contacts related to an account with an opportunity but not tied to the opp?

Is it possible to run a smart list to show all contacts associated to an account with a specific type of opportunity, even if the contacts aren't tied to the opportunity in Salesforce? 

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2 replies

Grégoire_Miche2
Level 10
August 30, 2018

Hi Nam,

not possible. Vote here:

You can do better in the advanced reporting, though.

read this : Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

-Greg

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Michael_Hartman
Level 2
March 1, 2020

Is this kind of query still not possible? I need this as well.

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