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Raj_Jain
Level 2
November 19, 2018
Question

Creating a smart List using Salesforce Tasks

  • November 19, 2018
  • 1 reply
  • 2515 views

Hi all,

Right now we are tracking our sales activities (eg. calls, face to face meeting, email, 1st meeting, second meeting, qualifying meeting) using tasks/Events in Salesforce.

In Marketo, I would like to filter based on this data using it to add people we have completed Sales activities with into a Salesforce campaign using a Marketo campaign.

here are the screenshot examples

How can I add additional filter constraints in Marketo to create an effective smart list? For example task 'type' would be really helpful to have.

Does anyone have any other ideas if this is not possible?

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1 reply

Jay_Jiang
Jay_Jiang
Level 10
November 19, 2018

Doesn't look like type is available in Marketo constraints.

A workaround would be to ask Salespeople to prefix the task with the type when they fill out the subject. e.g. CALL- , EMAIL- , MEET- , which would allow you to filter the subject using starts with

R
Raj_JainAuthor
Level 2
November 19, 2018

Hi Jay- yes that's probably what we will end up doing.

Still, it would have been nice to have more flexibility with the filters

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