Marketo/Outlook Plugin Use Question | Community
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Anonymous
September 2, 2015
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Marketo/Outlook Plugin Use Question

  • September 2, 2015
  • 1 reply
  • 2128 views

I would like to start having our sales team start using the Marketo/Outlook plugin to track emails in Salesforce. With our current settings, emails sent through the Marketo/Outlook plugin only appear in Salesforce's Sales Insight area. I would like to have the emails sent through the plug in to appear in the Salesforce's "Activity History" and "Marketo Sales Insight" areas. The only way I've found to accomplish this is to bcc with the sender's Salesforce email address. which will allow it to appear in both Salesforce's "Activity History" and "Marketo Sales Insight" areas. Does anyone know of another way to accomplish this?

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Best answer by Josh_Hill13

This is generally not the standard functionality. You should encourage Sales to use the MSI features in SFDC or they tend to ignore it.

But to solve your problem - you can go to Admin > SFDC > Activity Sync and select one of the Sales Email options to show this in the Activity History automatically.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
September 2, 2015

This is generally not the standard functionality. You should encourage Sales to use the MSI features in SFDC or they tend to ignore it.

But to solve your problem - you can go to Admin > SFDC > Activity Sync and select one of the Sales Email options to show this in the Activity History automatically.

A
Anonymous
January 28, 2016

Josh,

Is there a way to measure the volume of emails sent through the plugin? I am tryin to figure which inside sales reps are using it and who are not?

Kavya

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