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?
Solved! Go to Solution.
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.
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.