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Elizabeth_Bonin
Level 4
June 14, 2017
Question

Sales Insight - Salesforce Activity History

  • June 14, 2017
  • 2 replies
  • 1853 views

Is it possible for Sales Insight data to populate in the lead/contact's activity history?

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2 replies

Josh_Hill13
Level 10
June 14, 2017

you can do this by going to Admin>SFDC>sync activities

not recommended due to overhead.

Joey_Forcelli1
Level 4
June 14, 2017

Yes, it is possible to include the Sales Insights data into the activity history.  I would definitely recommend being intentional with what you have populated in the activity history from Sales Insights.  You do not want to create a lot of clutter that would prevent sales from effectively using the activity history nor exceed your SF data allocation. 

I have seen one case where a client had synced EVERYTHING from Sales Insights to the activity history and were broaching the upper limits of their agreement w/ SF.  Each business has a different set of requirements and preferences but I typically recommend only including communication sends (text or email) and key activities (content download, event registration ectc.).

Hope this helps.