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Activity on a record?

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Activity on a record?

Hello,

I am trying to create a Smart List of contacts with no email address (we have thousands of these in our Marketo) and see if they have any activities on the account from SFDC. I am aware of how to check and see if a Activity was logged or updated but I need to determine if there is a actual activity.

Any suggestions, I feel like it is staring me in the face and I cannot figure it out.

Thanks

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Re: Activity on a record?

So if you're looking for leads without an activity, pull in "Not Activity Was Logged: Subject is not empty". Clear the default constraint of "Date of Activity".

Also make sure you're using "ALL filters" in the smart list logic.

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Re: Activity on a record?

Tara,

The filters you can use are:

"Email Address: is empty"

"Activity was logged: subject is not empty"

This will show you all those without an email that have had a SFDC activity at all.

If you want to look at those with activities in the future, use the constraint "due date: in future".

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Level 5

Re: Activity on a record?

I am trying to get a list of leads that have had no activity in SFDC. I tried using the Not Activity Logged but it pulled in contacts that still have activity.

Highlighted

Re: Activity on a record?

So if you're looking for leads without an activity, pull in "Not Activity Was Logged: Subject is not empty". Clear the default constraint of "Date of Activity".

Also make sure you're using "ALL filters" in the smart list logic.

View solution in original post