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Select which emails push to SFDC as activities?

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Devraj_Grewal
Level 10 - Champion Alumni

Select which emails push to SFDC as activities?

Hello,

I was wondering if there is a way to push specific Marketo emails to SFDC as actvities as opposed to every email.

Thanks,
Devraj
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SanfordWhiteman
Level 10 - Community Moderator

Re: Select which emails push to SFDC as activities?

The core sync is one email per lead per day -- but you can't select which email.

You can turn this off and, for one example, use the Create Salesforce Task flow step to log individual send actions.  However it's not going to look the same as the core sync (it won't have a reference to the email template, for example).

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SanfordWhiteman
Level 10 - Community Moderator

Re: Select which emails push to SFDC as activities?

The core sync is one email per lead per day -- but you can't select which email.

You can turn this off and, for one example, use the Create Salesforce Task flow step to log individual send actions.  However it's not going to look the same as the core sync (it won't have a reference to the email template, for example).
Devraj_Grewal
Level 10 - Champion Alumni

Re: Select which emails push to SFDC as activities?

Thanks Sanford.