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Anonymous
August 10, 2015
Question

Marketo-generated Activities in SFDC

  • August 10, 2015
  • 1 reply
  • 888 views

Hey there,

Currently we push across activities for email opens, clicks and form submissions. Some of the reps are saying that at the account level, or even on a lead or contact, it's hard to decipher the activities they've produced vs. what Marketo is passing. Has anyone found a way to parse these different types of activities into different views, or developed another way to parse them?

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1 reply

A
Anonymous
August 12, 2015

We used to send everything across as activities but there was a lot of clutter/duplication for the reps to dig through. We now only send Form Fills to activities, the rest is in Marketo Sales Insight. We use Activity Type to help differentiate between the two. Anything Marketo is logged as "Email" and the other activity types include "Live Conversation", "Attempt" and "Discovery Meeting" so it's fairy easy to differentiate at-a-glance or even sort if you drill into the related list. BTW, the reason we changed the Marketo logged activity type to "Email" vs "Marketing" is that we want all the emails logged from the Outlook Plug-in to show as emails.

I haven't tried creating a different related list based on Type or Assigned To since they are all logged in MSI. Do you need that for reporting?

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