Skip to main content
Anonymous
January 11, 2016
Solved

Syncing custom opportunity fields in Marketo

I'm working on measuring Customer Lifecycle leads and am having trouble viewing the appropriate salesforce fields in Marketo. Most of the fields I need to see sit on the opportunity. Marketo syncs any custom field that the sync user has permission to see - and since our sync user is an admin with visibility to all fields in theory I should be able to see all the fields I need...

In pardot we created a custom field and mapped it to the salesforce field, from there it would sync and we could filter a list in pardot by that field. Is this the same for Marketo? I don't see that it is - when I attempt to create a smart list I don't see the ability to filter by custom opportunity fields. Any suggestions?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Accepted solution
January 11, 2016

Hi Sarah,

You want to use the "Has Opportunity" filter, and the custom field should be available as a *constraint* on that filter. It's similar to filtering by custom objects. There won't be a separate filter for every opportunity field - it's all wrapped into the constraints of the Has Opportunity filter.


Grant

View in thread

2 replies

Anonymous
Accepted solution
January 11, 2016

Hi Sarah,

You want to use the "Has Opportunity" filter, and the custom field should be available as a *constraint* on that filter. It's similar to filtering by custom objects. There won't be a separate filter for every opportunity field - it's all wrapped into the constraints of the Has Opportunity filter.


Grant

Translate
Anonymous
January 11, 2016

Thanks Grant!!!

Translate
Terms & ConditionsAccessibility statement

Loading footer...