Default Program - Track Link Clicks and Opens in SF Activity | Community
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Danielle_Wong
Danielle_Wong
Community Manager
March 9, 2016
Solved

Default Program - Track Link Clicks and Opens in SF Activity

  • March 9, 2016
  • 1 reply
  • 3079 views

It looks like Email Programs are able to update my Salesforce activities for a lead whenever they click/open an email.

However, I am wondering if I were to use a Default Program with an Email channel, if the Salesforce activities for a lead would record clicks/opens. Or would I have to set up triggers for that to happen? I noticed my predecessor created triggers for her Default Programs to update the activity for any clicks or opens. I just want to make sure that that is necessary.

I sure hope the above makes sense... Looking forward to hearing what the community has to say.  Thanks all!

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Best answer by

Hi Danielle

Yes thats right - ll those will automatically appear as activities for any leads synced to SFDC.

Many thanks

Bronwen

1 reply

A
Anonymous
March 9, 2016

Hi Danielle

This is something that is more likely set up at a global level, rather than per campaign. In the SFDC Sync Options you can elect to have certain activities come through to Salesforce as activities - see below. Plus I dont think there's a flow action you an use to create a Salesfore Activity in a Smart Campaign. What's in the flow steps - is it a Change Program Status step to update to Clicked and Opened?

Hope that helps!

Bronwen

Danielle_Wong
Danielle_WongAuthor
Community Manager
March 9, 2016

This is good info, thanks! And yes, change program status is in the flow.

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