Evolutions to the MSD connector: a shopping list

Grégoire_Miche2
Level 10

Evolutions to the MSD connector: a shopping list

Since I won't be able to attend the Marketing Nation, nor the MSD special event, this year, I thought I would try to contribute to the discussion with a shopping list, sorted from the most critical to the least urgent:

1-Urgent and Important

  1. Make the lookups user friendly. Having to filter on GUID's is really not convenient. This is really a major issue for ALL MSD customers. See (Thx Jennifer Grassan)
  2. Support campaigns and lists and synchronize them with programs. See
  3. Change Owner flow step is a must have in order to manage properly the lead lifecycle. See (Thx Dan Stevens)
  4. Enable the "sync lead" to work also on existing contacts and leads for urgent sync needs. See
  5. Have a "Create task" flow step. See (Thx Cathal Moran)
  6. Access to the standard address table. See
  7. Support for custom forms for the MSI section. See

2-Would be really cool

  1. Some more advanced flow steps such as "add to campaign"
  2. Use lookup user fields for lead/contact assignment
  3. Possibility to get the MSI section on opportunities and accounts. See (Thx Emily Tigert )

3-On the longer term

All the ideas that flourish around the SFDC connector would be welcome to the MSD once, once the ideas above are implemented.

Obviously, I would love to read other contributors in here.

-Greg

1 REPLY 1
Grégoire_Miche2
Level 10

Re: Evolutions to the MSD connector: a shopping list

added these ones: