Marketo Emails are showing up in the Salesforce Email Template selector

A document by KCS Integration on behalf of Chris Coel on Feb 20, 2018Last modified by Vishal Sharma on Jun 26, 2018
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Issue Description
Marketo Email templates that have been used are showing or appearing within the Salesforce Email Template Picker/Chooser.

 

Issue Resolution
The templates are created when Marketo syncs lead email activities to Salesforce.  You can disable these activities from syncing in Marketo Admin > Salesforce > Edit Sync Options. Unselect the Email activities or Sales Email activities you have synced.  The templates will no longer be created, but you also won't get these activities pushed from Marketo anymore. This applies to both Sales Insight and normal Marketo sent emails.

 

 

 

Screenshot of activities

 

 

 

If you would like to note an email was sent to a lead without enabling these activities, you can utilize Interesting Moment Flow Steps or Create a Task to sync via the activity log!

 

Who This Solution Applies To

Customer using Sales Insight for Salesforce


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