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A
Anonymous
February 26, 2015
Question

how I do stop sales insights from creating salesforce tasks?

  • February 26, 2015
  • 2 replies
  • 1160 views
My sales team is complaining that the lead activities (clicked link, opened email, etc) are showing up not only in sales insight in Salesforce, but also in the activity history window in Salesforce. This creates confusion for the sales team, who would like the Marketo sales insights to show up only in the sales insight window.

Has anyone dealt with this before? Any suggestions?
 
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2 replies

Adam_Vavrek1
Adam_Vavrek1
Level 8
February 26, 2015
Hi Emma,

There might be a Smart Campaign creating Completed SFDC Tasks for certain lead activities as you mentioned. You'll need to check out Activity Log for affected leads to find out more. You might also want to check in Admin -> Salesforce -> Edit Sync Options.
    David_Gaible
    David_Gaible
    Level 5
    July 11, 2016

    Late answer, but I was looking through this chain and Adam's got it - you can see the options in Admin -> Salesforce -> Edit Sync Options.

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