Marketo V3 Connector

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Retrieve Sales Person Records

You can retrieve sales person records from Marketo based on the search criteria you specify in a

synchronization

task or

mapping

task.

To retrieve sales person data from Marketo, configure the following advanced list properties in a

synchronization

task or

mapping

task:

The advanced source property field names, such as

Type Filter

Values Filter

, and

Fields Filter

, represent properties that you can configure for custom, opportunity, opportunity role, sales person, and company objects.

Sales Person - Type Filter

. Specify the filter type to retrieve the attributes of a sales person object. The filter type can be any of the searchable fields.

Sales Person - Values Filter

. Specify the location of the .csv file that contains the filter values to retrieve specific sales person fields.

Sales Person - Fields Filter

. Specify the object fields that you want to retrieve. You can specify more than one value for the sales person object fields, separated by a comma. If you do not specify the fields, the Secure Agent retrieves the fields that you mapped in the task.

For example, specify the filter type as

dedupeFields

and the filter value as

E:\Files\FilterValues_ID.csv

, which contains the externalSalesPersonId. Specify the sales person object fields for which you want to retrieve data.

The following table shows a sample of the retrieved sales person data:

externalSalesPersonId	firstName	lastName	phone	title	createdAt
rhernandez3@phoca.cz	Ruth	Hernandez	62-(427)296-8646	Senior Editor	8/25/2016 6:23:32 AM
lhunter4@google.com.au	Lisa	Hunter	853-(308)354-3116	Technical Writer	8/25/2016 6:23:32 AM

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Marketo V3 Connector

Marketo V3 Connector

Retrieve Sales Person Records

Retrieve Sales Person Records