Since I won't be able to attend the Marketing Nation, nor the MSD special event, this year, I thought I would try to contribute to the discussion with a shopping list, sorted from the most critical to the least urgent:
1-Urgent and Important
- Make the lookups user friendly. Having to filter on GUID's is really not convenient. This is really a major issue for ALL MSD customers. See (Thx Jennifer Grassan)
- Support campaigns and lists and synchronize them with programs. See
- Change Owner flow step is a must have in order to manage properly the lead lifecycle. See (Thx Dan Stevens)
- Enable the "sync lead" to work also on existing contacts and leads for urgent sync needs. See
- Have a "Create task" flow step. See (Thx Cathal Moran)
- Access to the standard address table. See
- Support for custom forms for the MSI section. See
2-Would be really cool
- Some more advanced flow steps such as "add to campaign"
- Use lookup user fields for lead/contact assignment
- Possibility to get the MSI section on opportunities and accounts. See (Thx Emily Tigert )
3-On the longer term
All the ideas that flourish around the SFDC connector would be welcome to the MSD once, once the ideas above are implemented.
Obviously, I would love to read other contributors in here.
-Greg
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