Creating Custom Marketo Measure Report Types

Last update: February 29, 2024
NOTE
You may see instructions specifying “Marketo Measure” in the documentation, but still see “Bizible” in your CRM. We are working to have that updated and the rebranding will be reflected in your CRM soon.

Learn how to create custom Marketo Measure Salesforce report types. There are three different report types we recommend creating: Leads with Buyer Touchpoints (Custom), Marketo Measure Person with Buyer Touchpoints (Custom), Opportunities with Buyer Attribution Touchpoint (Custom).

Leads with Buyer Touchpoints (Custom)

  1. Go to Setup > Build > Report Types > New Custom Report Types.

  2. Define the Custom Report Type.

    • Report Type Focus > Primary Object: Lead
    • Identification > Report Type Label: Leads with Buyer Touchpoints (Custom)
    • Store in Category: Other Reports
    • Deployment > Deployment Status: Deployed

  3. Define the Object Relationships.

    • Relate the Lead object (A) to the Marketo Measure Person Object (B) and then to the Buyer Touchpoint Object ©
    • Ensure that “Each A/B record must have at least one B/C” record is selected
    • Save

Marketo Measure Person with Buyer Touchpoints (Custom)

  1. Go to Setup > Build > Report Types > New Custom Report Types.

  2. Define the Custom Report Type.

    • Report Type Focus > Primary Object: Marketo Measure Persons
    • Identification > Report Type Label: Marketo Measure Person with Buyer Touchpoints (Custom)
    • Store in Category: Other Reports
    • Deployment > Deployment Status: Deployed

  3. Define the Object Relationships.

    • Relate the Marketo Measure Person object (A) to the Buyer Touchpoint Object (B)
    • Ensure that “Each A record must have at least one B” record is selected
    • Save

Opportunities with Buyer Attribution Touchpoint (Custom)

  1. Go to Setup > Build > Report Types > New Custom Report Types.

  2. Define the Custom Report Type.

    • Report Type Focus > Primary Object: Opportunities
    • Identification > Report Type Label: Opportunities with Buyer Attribution Touchpoint (Custom)
    • Store in Category: Other Reports
    • Deployment > Deployment Status: Deployed

  3. Define the Object Relationships.

    • Relate the Opportunities object (A) to the Buyer Attribution Touchpoint Object (B)
    • Ensure that “Each A record must have at least one B” record is selected
    • Save