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Wow, thanx for sharing Joe, you really do rock! I took a quick look and your set-up is like a beacon for where I eventually want to get to!
Thanx Diederik Martens and Kenny Elkington. I think that's the limitation I'm faced with. I'll be sure to add it to my documentation and sales training so that they understand why not all activities might be captured in their Activity History tab and will keep pushing them to use the SI tabs instead...
THANK YOU Kristen, your timing is eerie as your bullet list above almost perfectly outlines exactly what my colleague and I were just discussing on Wednesday, using the whole "if we got hit by a bus, no one would know what to do with our Marketo!" scenario. The plan was to start documenting everythi...
Hi Vaibhav!Did you ever figure this out/get an answer? We're in the same boat as you were back in April. Did the add Email Sent in the SFDC sync in Admin and while Sales Insight emails work perfectly, we can't seem to get the standard Marketo-sent emails to show up. Unless it's one of those things t...