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Richard_Wasylyn
Richard_Wasylyn
Level 4
January 23, 2014
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Activity History in SFDC

  • January 23, 2014
  • 7 replies
  • 2774 views
We are just implementing Marketo and testing the sync with SFDC. I've sent a few records over and it looks like the first form fill ends up logging itself in the activity history but subsequent form fills aren't updating in the activity history. Is this expected?
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Best answer by
Hey Richard,

Only the first form fill-out on any day is written when using the default activity recording functionality!

Hope this helps,
Jared

7 replies

A
Anonymous
January 23, 2014
You can controll what writes to the activity history in the admin tab in Marketo...We normally just write the four activities around sales emails...everything else is in the Sales Insight section of the lead/contact...
    A
    Anonymous
    Accepted solution
    January 23, 2014
    Hey Richard,

    Only the first form fill-out on any day is written when using the default activity recording functionality!

    Hope this helps,
    Jared
      A
      Anonymous
      January 23, 2014
      ...We get strong feedback from Sales Leadership that writing activities related to Marketing automation to this part of the record breaks their reporting.
      A
      Anonymous
      January 24, 2014
      The default Activity sync only sends over one per day as Jared said. If you want more, use a Flow Step action to write it.

      To Mark's point:

      We also have workflow built into SFDC to modify the tasks that Marketo sends over to prevent their types from being shown as Calls.  The Activity Type field can be very powerful, InsightSquared has an awesome post about it here: http://www.insightsquared.com/2013/06/why-you-need-task-type-in-salesforce-not-just-subject-lines/
      A
      Anonymous
      February 12, 2014
      Hi Jason,

      I just came across this thread while looking for a way to update our activity type when the sales team sends MSI emails. Currently the type logs as "Blank" and our SFDC admin keeps pushing me to have Marketo adjust this for them. However, I am pretty sure the best solution would be a workflow built in our SFDC.

      Would you be able to tell me more about how you are doing this? I just sent you a Linkedin invite as well.

      Thanks,
      Chrissy
      A
      Anonymous
      February 13, 2014

      Chrissy,

      Sure. Since Marketo doesn't have access to the Type field in the Activity record, you have to do this through SFDC.

      You can do it using structured subject lines. So make all activities that are logged from sending MSI email have something in the subject the same (i.e. "[Sales Insight] Lead was sent Sales Email: {{trigger.name}}")
       

      You can create a SFDC workflow on the Task object to change the Type field when a record is created. Here is a screenshot of it in action:

      Let me know if you have any more questions!

      A
      Anonymous
      February 19, 2014
      Thank you so much, Jason! This helps us out a lot!
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