We need to be able to create a refreshable list view (not a report) against campaign members in Salesforce.
As Marketo logs activities to leads and contact records, and we group everything into salesforce campaigns, we want to have a list view, with a refresh button, that surfaces campaign members from any campaign, lead or contact, with a last activity date of yesterday, for example.
Has anyone done this? via the Salesforce UI? a plug-in? custom programming?
This would be something done in Salesforce, just talk to your admin. It wouldn't need any custom code (as in Apex) AFAICS.
I know. I am. My admin says it can't be done.
I'd love to hear from anyone who has actually accomplished it.
Your request is fairly basic functionality in Salesforce. In fact, depending on your level of Salesforce permissions you might be able to create a Report yourself using the standard Report Type "Campaigns with Campaign Members"