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Yes I built the list and its working- thanks @Ronen and @Sanford
Ronen thanks for your response. It certainly helps with my particular use case and I have taken your suggestion.That being said I'm still wondering if this type of "Activity" report exists natively or if I will always have to use Smart Lists as a type of work aroundLets see if there are other respon...
Troubleshooting question:Is there a way for me to search for all records with a specific activity in the activity history? In this case where 'Activity Type' = Sync Person to SFDC and 'Detail' contains failedI am QAing and troubleshooting something that happened with API based forms on our website.I...
Yoav Guttman what happened with this. I am trying to the same- using the SFDC Task and/or Event type activities.I agree subject constraint is not enough. That what we are using right now. but as we introduce different sales tools like Gong and Salesloft it would be great to track and trigger based o...
Nice solution here Christina. I am doing something similar and its working well enough. But how are you limiting your smart lists sets with this type of configuration to get people to the correct programs? I have a similar instance and I feel like I need more flexibility when getting the lead to pus...
Yes,"Form Filled out" is a custom SFDC Field. However, it looks like "filled out From is native to Marketo?What are the properties of that field? I don't see a written value for that attribute in the lead detail of that members that are included in a smart list I configured to see the results of th...
Hi Jay- yes that's probably what we will end up doing. Still, it would have been nice to have more flexibility with the filters
Hi all,Right now we are tracking our sales activities (eg. calls, face to face meeting, email, 1st meeting, second meeting, qualifying meeting) using tasks/Events in Salesforce.In Marketo, I would like to filter based on this data using it to add people we have completed Sales activities with into a...