Skip to main content
A
Anonymous
May 17, 2018
Question

turn off activity creation related to SFDC contacts - need help

  • May 17, 2018
  • 1 reply
  • 843 views

Hello,

Not sure if anyone can help with this one. 

Is there any way to turn off activity creation related to SFDC contacts where the account is tagged as a certain type and the activity is not sales-ready lead in the lead score? 

For example, a contact downloaded thought leadership from the web. The contact is actually a reseller of our product and not a lead.  Because this person downloaded this piece of thought leadership, Marketo obviously gave it a score and this person was manually reassigned to a sales professional. In reality, this is not a lead, it’s a reseller and a contact in SFDC.  So the question is… Is there any way to turn off activity creation related to SFDC contacts where the account is tagged as a certain type and the activity is not sales ready lead in lead score?

I don’t think so but I could be wrong…

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 17, 2018

Hi Niti,

What activity creation are you referring to?

It it's cause by a smart campaign, you can do whatever you want with choices in the flow steps.

If it's the automated that is set in the admin -> salesforce section, I give you a good piece of advice: turn if off completely. Admin - Salesforce Sync Activities 

-Greg 

Terms & ConditionsAccessibility statement

Loading footer...