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June 10, 2013
Question

Capturing Marketo Alerts in a SFDC Lead Activity Report

  • June 10, 2013
  • 1 reply
  • 587 views
I want to capture in the activity history of a lead record when a Marketo  alert email fires - I am thinking of creating a 'custom task' field? Thoug
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1 reply

June 11, 2013
Hi Jenny,

If you're doing this for reporting purposes in SFDC then creating a task va a flow action would be your best option.
If you use Sales Insight then you could create a milestone that would show up on the lead'/contact's MSI view but this would not be reportable.

Regards,
Cathal