Creating a completed task in SFDC from Marketo Sales Insights | Community
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Tara_Rowe
Tara_Rowe
Level 5
January 12, 2017
Question

Creating a completed task in SFDC from Marketo Sales Insights

  • January 12, 2017
  • 2 replies
  • 3515 views

Hello,

We are trying to have our sales team adopt using Marketo Sales Insights to send out emails but they want to automate the activity to show as completed rather than going back and having to create it. I am aware this can be done in Marketo and tested it to find that it works well but I feel that this might be better used as a work flow in SFDC. Anyone have experience in this using it is either instance and have feedback on if Marketo does it better than SFDC? How can it be set up in SFDC if that is the route we would wish to take.

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
January 12, 2017

Can you post a screenshot? pretty sure Sales Emails are marked as completed Activities.

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 12, 2017

Hi Tara,

Doing this in SFDC will be a little complex, while simply setting up Marketo (admin -> salesforce -> sync options, then check the "sales email sent" box) will log a completed task for you.

-Greg

Tara_Rowe
Tara_RoweAuthor
Level 5
January 12, 2017

That is great, but it did not work?

I did just as you posted above and I checked the activity log and did not see any errors and can see my email did send?

Any reason you can think that it may not work?

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 12, 2017

Hi Tara,

The first thing I would incriminate is that that Marketo will not post more than 1 task per day to SFDC, for each lead and each type of Marketo action.

You need to look into the lead activity log details to know why it did not work.

-Greg

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