2 Replies Latest reply on Jun 28, 2018 12:25 PM by Shirleen Solares

    How can I update a SFDC task 'Type' in Marketo or SFDC?

    Shirleen Solares



      Does anyone know if it is possible to filter by task type in a Marketo smart list? I came across this similar question https://nation.marketo.com/message/172880-how-do-i-define-a-sfdc-task-type-when-created-from-a-mkto-campaign in Community, but it's not necessarily what I need.


      Is there a way for me to create a SFDC workflow that updates a task's Subject line based on the task Type selected in SFDC? At least then, I will be able to filter through Subject line in Marketo. I am not a SFDC admin expert, so I would appreciate any SFDC admin help.