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shannon_smith
Level 1
Oct 21, 2022 6:57 PM UTC
Question

Adding Marketo Email Activity to SFDC Opportunity Object

One of our sales teams is requesting we add Marketo email activity to the opportunity object - is this possible? Does anyone have experience with this?

 

Activity is only registering on the lead and contact object, not the opportunity object. Is this a permission set managed in Salesforce/Marketo Sync User, and if so, does anyone know what specifically needs to be updated in order to get this to work?

Thanks!

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1 reply

SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
Oct 21, 2022 8:23 PM UTC

Marketo creates activities related to Leads and Contacts. There would be no way for Marketo to know which Opportunity (if any!) an activity was connected to.

 

(Using significant custom code, it might be possible to send Oppty info in URLs and be able to track that connection, then call a webhook to add a new Opportunity activity using the Salesforce API, i.e. outside of the built-in sync. This isn’t to be done w/out a serious dev assigned to it.)

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