Re: My Task and Interesting moment have not appeared in Saleforce from a engagement program activated lead

Anonymous
Not applicable

My Task and Interesting moment have not appeared in Saleforce from a engagement program activated lead

I have set up a task and interesting moment to help better test the leads coming into my new engagement program. I can see the task and interesting moment in Marketo but niether have pushed across to salesforce?

Any ideas?
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4 REPLIES 4
Josh_Hill13
Level 10 - Champion Alumni

Re: My Task and Interesting moment have not appeared in Saleforce from a engagement program activated lead

Are the leads already in SFDC? Check the Lead's activity log to see if an SFDC sync happened yet.

It does sometimes take 5-10 minutes for all data to sync. 
Anonymous
Not applicable

Re: My Task and Interesting moment have not appeared in Saleforce from a engagement program activated lead

@Peter - can you confirm that this either worked or is not working?
Anonymous
Not applicable

Re: My Task and Interesting moment have not appeared in Saleforce from a engagement program activated lead

Hi Cheryl
I am guilty of not recording the name of the lead, have only just realised, I now have three engagement programs running now for three products, I can see some working but I need to research further on others. Next time I will name the lead in my post.

thanks

Cheryl I do have another question though
I have built an engagement program and it is fully operational. The engagement program has a smart campaign with a trigger designed to bring fresh leads directly into stage 1.

Does the smart campaign simply sit in the tree within the engagement program or does it need to be dragged into the stage 1 stream?

Anonymous
Not applicable

Re: My Task and Interesting moment have not appeared in Saleforce from a engagement program activated lead

The smart campaign can sit inside the engagement program (in the tree), but you do no pull it onto the stream.