2 Replies Latest reply on Nov 19, 2018 2:28 PM by Raj Jain

    Creating a smart List using Salesforce Tasks

    Raj Jain

      Hi all,

       

      Right now we are tracking our sales activities (eg. calls, face to face meeting, email, 1st meeting, second meeting, qualifying meeting) using tasks/Events in Salesforce.

       

      In Marketo, I would like to filter based on this data using it to add people we have completed Sales activities with into a Salesforce campaign using a Marketo campaign.

       

      here are the screenshot examples

       

      How can I add additional filter constraints in Marketo to create an effective smart list? For example task 'type' would be really helpful to have.

       

      Does anyone have any other ideas if this is not possible? Screen Shot 2018-11-19 at 2.34.06 PM.pngScreen Shot 2018-11-19 at 2.31.06 PM.png