Sales Insights appearing when they shouldn't - why?

Alexis_Falco · ‎12-08-2018

Hi all,

I'm noticing that emails Marketo is sending are showing up in the activity history of Sales Insights in SFDC. For these emails, the Sales Insight option is not checked in the Email Settings within Marketo; My sync options in Marketo aren't set to track these items either (see screen shot). We prohibited the system from tracking these activities back in May and it worked but now I am seeing the information flow through again.

Has anyone run into this? Am I missing another place where Sales Insight tracking can be enabled?

Thank you,

Alexis

Floyd_Alvares2 · ‎12-08-2018

Hi Alexis,

What is the reason behind now allowing Marketo's email activity to appear in MSI? I mean that is basically one of the reasons to have MSI.

Also the screen shot that you posted is not related to MSI. This is a custom SFDC activity that is created and is not tied to MSI. Basically this option is for users that do not use MSI: Customize Activities Sync - Marketo Docs - Product Documentation

I do not think there is a way to limit what emails are synced over to the MSI plug in.

Hope this helps

Thanks

Floyd

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