1 Reply Latest reply on Aug 23, 2017 1:58 PM by Josh Hill

    Bring activity log into SFDC

    Geno Tokarz

      It is my understanding that once an unknown lead becomes known, their activity history is then pushed into SFDC. I want ALL their activity history from their unknown status to be pushed into SFDC. Some of these contacts had 6+ touch points before they became known.  As a marketer, I can see that valuable information. If I could push that historical data to SFDC, the sale team could make an informed call relevant to their interests. Is there any way I can do this?

        • Re: Bring activity log into SFDC
          Josh Hill

          This is not precisely true.

           

          You could force this through some methods.

          • Yes, Visits page anon activity will merge to the Known record if the Munchkin ID assigned matched, that is, they filled out a form and were properly associated.
          • Marketo does NOT push this history to SFDC
          • Marketo DOES push this data to SFDC within Marketo Sales Insight. Which is precisely what you want. The data itself doesn't reside in SFDC though. It's just a window into Marketo.
          • If you did want to record this detail in SFDC, you could push Tasks to SFDC, but this is sync intensive and takes up data.
          • You could also go to Admin > Salesforce and ask it to sync several of those Activities, however, it won't push the Visits before they were Known.
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