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Grégoire_Miche2
Level 10
April 10, 2017
Question

Evolutions to the MSD connector: a shopping list

  • April 10, 2017
  • 1 reply
  • 904 views

Since I won't be able to attend the Marketing Nation, nor the MSD special event, this year, I thought I would try to contribute to the discussion with a shopping list, sorted from the most critical to the least urgent:

1-Urgent and Important

  1. Make the lookups user friendly. Having to filter on GUID's is really not convenient. This is really a major issue for ALL MSD customers. See (Thx Jennifer Grassan)
  2. Support campaigns and lists and synchronize them with programs. See
  3. Change Owner flow step is a must have in order to manage properly the lead lifecycle. See (Thx @Dan Stevens)
  4. Enable the "sync lead" to work also on existing contacts and leads for urgent sync needs. See
  5. Have a "Create task" flow step. See (Thx Cathal Moran)
  6. Access to the standard address table. See
  7. Support for custom forms for the MSI section. See

2-Would be really cool

  1. Some more advanced flow steps such as "add to campaign"
  2. Use lookup user fields for lead/contact assignment
  3. Possibility to get the MSI section on opportunities and accounts. See (Thx Emily Tigert )

3-On the longer term

All the ideas that flourish around the SFDC connector would be welcome to the MSD once, once the ideas above are implemented.

Obviously, I would love to read other contributors in here.

-Greg

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1 reply

Grégoire_Miche2
Level 10
April 12, 2017

added these ones: