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Any way to change Marketo Outlook logging?

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Level 7 - Champion Alumni

Any way to change Marketo Outlook logging?

Per a colleague of mine, our sales team would like to modify the way the Marketo Outlook plug-in logs activity.

Does anyone know how/if this can be done short of Marketo updating the tool?

"Our sellers leverage the add-in's Send and Track feature. Outbound e-mails sent using the Send and Track feature automatically create and associate an Activity in a contact's Activity History in Salesforce. In the Task Detail section of the Activity that's created is it possible to set the default values for Activity Type and Activity Sub-Type? For instance, I would like the Activity Type to automatically default to E-mail and the Activity Sub-Type to default to Outbound. Thanks."

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Anonymous
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Re: Any way to change Marketo Outlook logging?

Hi Geoffrey Krajeski​, our workflow looks like this:

pastedImage_1.png

Once that is triggered, you can add in the field updates to the workflow. We only have one, to change the Type to Email but you could also have sub type here.

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Anonymous
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Re: Any way to change Marketo Outlook logging?

We use a global workflow rule to update the logged activities to "Email" as type. You could probably add sub-type in there as well.

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Level 7 - Champion Alumni

Re: Any way to change Marketo Outlook logging?

Hi Emily Dick​,

How exactly do you set this configuration?

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Anonymous
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Re: Any way to change Marketo Outlook logging?

Hi Geoffrey Krajeski​, our workflow looks like this:

pastedImage_1.png

Once that is triggered, you can add in the field updates to the workflow. We only have one, to change the Type to Email but you could also have sub type here.

View solution in original post

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Level 7 - Champion Alumni

Re: Any way to change Marketo Outlook logging?

Emily Dick​,

This appears to be a workflow rule in SFDC, correct?

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Anonymous
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Re: Any way to change Marketo Outlook logging?

Yes, a workflow rule in SFDC.

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Anonymous
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Re: Any way to change Marketo Outlook logging?

Emily Dick​, this is life altering. My sellers will rejoice.

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Level 7 - Champion Alumni

Re: Any way to change Marketo Outlook logging?

Just got off the Scrum call with SFDC team. 

We're going to set a call to discuss this change in detail with them, not that it's incredibly hard!

Thanks Emily Dick

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Level 7 - Champion Alumni

Re: Any way to change Marketo Outlook logging?

Also as an FYI, we are looking at a potential Yesware integration for our organization which seems to go above and beyond the MSI Outlook plugin with its capabilities.

I suggest review for others looking for good integration for sales teams!

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Anonymous
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Re: Any way to change Marketo Outlook logging?

I got an email earlier this week from a Sales Dev rep and it was super personalized but I could tell it was also automated. Did a bit of digging and it was sent through Yesware.