If you don’t use Marketo Sales Insight, Marketo can create Salesforce Activity History Records for certain events. Here’s how to enable them.
Go to Admin.
Click Salesforce, then click Edit Sync Options.
Check the boxes next to activities you want Marketo to push to Salesforce, and click Save.
Once enabled, Marketo will push three months’ worth of activity history. Depending on the amount of data, this could take several days to complete. Updates that occur during the initial Activities push may be delayed until after the initial Activities sync is complete.
|Filled out form||Filled out any Marketo form|
|Added to list||
Flow step: Was added to a static list
|Email sent||Flow step: Was sent an email|
|Email delivered||Received an email (not bounced)|
|Email opened||Opened an email (without blocking images)|
|Clicked link in email||Clicked a link in an email sent by Marketo|
|Removed from list||Flow step: Was removed from a static list|
|Remove from flow||Flow step: Remove from flow|
|Sales email sent||Was sent an email through Marketo Sales Insight|
|Sales email opened||Opened an email sent through Marketo Sales Insight|
|Click link in sales email||Clicked a link in an email sent through Marketo Sales Insight|
|Sales email received||An email was received and logged by the Sales rep in the MSI Outlook Plugin|
“Sales email received” does not mean delivered. Delivered status is not captured for emails sent via Sales Insight.
If you’re interested in getting more Marketo information into Salesforce, check out our Marketo Sales Insight product.