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Ariel_Sasso
Ariel_Sasso
Level 3
May 23, 2017
Question

Adding Activities to Accounts not leads

  • May 23, 2017
  • 2 replies
  • 1320 views

A client of mine has an interesting request. They would like to sync the activities of lead, such as opening an email, filling out a form, etc to a lead's account in Salesforce not the lead record. They have a lot leads under single accounts and they want a broader view for the overarching activity of all the leads under an account. Has anyone accomplished this?

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2 replies

Devraj_Grewal
Devraj_Grewal
Level 10
May 23, 2017

Ariel,

Since Marketo cannot write to accounts, only leads and contacts, syncing activities would have to appear on the lead or contact record. Perhaps there is a way in SFDC of hiding lead and contact-level activities and having them only show on the account.

However, on the account, you can have MSI or activity history display all the activities for the associated account's contacts.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 23, 2017

Hi Ariel,

Also, there is no such thing as a lead account in SFDC Standard. Contacts are linked to accounts, not leads. This means that if you are really talking about leads, then the account has to be a custom field.

The only way to make what you want is to have a trigger in SFDC that, when an activity is created for a contact, it also automatically attached to the related account.

-Greg

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