2 Replies Latest reply on May 23, 2017 1:32 PM by Grégoire Michel

    Adding Activities to Accounts not leads

    Ariel Sasso

      A client of mine has an interesting request. They would like to sync the activities of lead, such as opening an email, filling out a form, etc to a lead's account in Salesforce not the lead record. They have a lot leads under single accounts and they want a broader view for the overarching activity of all the leads under an account. Has anyone accomplished this?

        • Re: Adding Activities to Accounts not leads
          Devraj Grewal

          Ariel,

           

          Since Marketo cannot write to accounts, only leads and contacts, syncing activities would have to appear on the lead or contact record. Perhaps there is a way in SFDC of hiding lead and contact-level activities and having them only show on the account.

           

          However, on the account, you can have MSI or activity history display all the activities for the associated account's contacts.

          • Re: Adding Activities to Accounts not leads
            Grégoire Michel

            Hi Ariel,

             

            Also, there is no such thing as a lead account in SFDC Standard. Contacts are linked to accounts, not leads. This means that if you are really talking about leads, then the account has to be a custom field.

             

            The only way to make what you want is to have a trigger in SFDC that, when an activity is created for a contact, it also automatically attached to the related account.

             

            -Greg

            1 of 1 people found this helpful