Alternatives to Sales Insight / ToutApp for activities in SFDC | Community
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Grant_Booth
Grant_Booth
Level 9
December 14, 2017
Question

Alternatives to Sales Insight / ToutApp for activities in SFDC

  • December 14, 2017
  • 1 reply
  • 3310 views

Hi everyone,


We're exploring alternatives to using Sales Insight for displaying activity data in Salesforce. Note I'm only talking about activity data, not the other functions of Sales Insight like sending sales emails or adding people to Marketo campaigns. That is, we're *just* concerned about populating email activity, web page visits, and form fillouts so our reps can see recent activity.
I'm aware of the activity sync in Admin > Salesforce, which creates completed tasks in SFDC, but can't really rely on it for email activity and page visits because it slows down the Marketo sync too much.

If someone knows of a feasible alternative for this, it would be much appreciated.
Or, if you have experience with some APEX code to pull and display the data using Marketo's REST API, that would also be much appreciated.

Thanks,
Grant

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    1 reply

    Gerard_Donnell4
    Gerard_Donnell4
    Level 9
    December 14, 2017

    Hi Grant Booth​,

    Slightly along those lines, I'm currently testing a custom scoring field to replicate the flames from MSI.  In Salesforce, you can replace a value field with an icon based on formulas.

    What I am doing is creating custom score fields for certain products and then in Salesforce I can display the icons on the lead or list view depending on what score they have.  This will let sales see how engaged individuals are in specific products.

    Not really answering your question but might be worth a look.

    Thanks,

    Gerard

      ChristinaZuniga
      ChristinaZuniga
      Level 9
      December 15, 2017

      Gerard Donnelly​ when you figure out the process this would be an awesome blog post! It sounds like cool functionality I'd like to recreate someday.

        Gerard_Donnell4
        Gerard_Donnell4
        Level 9
        December 16, 2017

        Hi @Christina Zuniga​,

        If it works it will be awesome for our organisation. I'll hopefully have something up and running next week and then I'll write up a how-to post.

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