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Sales Insight emails sent report in SFDC?

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Anonymous
Not applicable

Sales Insight emails sent report in SFDC?

My sales team has a need to report on the number of activities (emails, phone calls, meetings) that a sales rep has undertaken by time period (day, week, or month). Since Sales Insight messages are not saved as activities, however, I can't think of a way to get that data into a SFDC dashboard. I know how to get the Sales Insight

reports from Analytics in Marketo; is there a way to get the same information within SFDC?

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Grégoire_Miche2
Level 10

Re: Sales Insight emails sent report in SFDC?

Hi Heather,

No, but you could set up Marketo so that it logs a task in SFDC when a sales email is sent. Go to admin -> salesforce, click the edit button for the "sync options" and check the "Sales email sent" checkbox.

-Greg

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3 REPLIES 3
Grégoire_Miche2
Level 10

Re: Sales Insight emails sent report in SFDC?

Hi Heather,

No, but you could set up Marketo so that it logs a task in SFDC when a sales email is sent. Go to admin -> salesforce, click the edit button for the "sync options" and check the "Sales email sent" checkbox.

-Greg

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Mike_Reynolds2
Level 10

Re: Sales Insight emails sent report in SFDC?

You could also run the Sales Insight Email Performance Report in Marketo and set your sales reps as subscribers to the report so they get it automatically sent to them.

Sales Insight Email Performance Report - Marketo Docs - Product Docs

Manage Report Subscriptions - Marketo Docs - Product Docs

Anonymous
Not applicable

Re: Sales Insight emails sent report in SFDC?

Hi Gregoire,

How it works exactly in salesforce, it creates task for the user who send the email from MSI?

which field in salesforce is field with the type of taks? how I can create the report in salesforce?

Thank you for your answer.