Re: Any way to change Marketo Outlook logging?

Geoff_Krajeski1 · ‎12-21-2015

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."

Anonymous · ‎06-02-2016

Hi Geoffrey Krajeski, our workflow looks like this:

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

Anonymous · ‎12-21-2015

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.

Geoff_Krajeski1 · ‎06-01-2016

Hi Emily Dick,

How exactly do you set this configuration?

Anonymous · ‎06-02-2016

Hi Geoffrey Krajeski, our workflow looks like this:

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.

Geoff_Krajeski1 · ‎06-02-2016

Emily Dick,

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

Anonymous · ‎06-02-2016

Yes, a workflow rule in SFDC.

Anonymous · ‎06-02-2016

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

Geoff_Krajeski1 · ‎06-02-2016

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

Geoff_Krajeski1 · ‎06-23-2016

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!

Anonymous · ‎06-23-2016

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.