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elena.abramova
New Participant
July 5, 2017
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Specifying Activity Type in Marketo?

  • July 5, 2017
  • 1 reply
  • 1516 views

Hello,

I am curious if there is a way to specify an activity type for "Create Task" flow step. Currently, all tasks are created under "Outbound Call" type in SFDC, but sometimes we need to log emails to be sent or already sent.

Thanks,

Helen

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    Best answer by Casey_Grimes2

    Hi Helen,

    Out of the box? No. In fact, Professional Services won't do any sort of customization of the Activity connection when I asked them. However, this is possible with some trickery—generally I'll put some distinct string in either the subject or description and then use Salesforce flows to reassign the activity type appropriately.

    1 reply

    Casey_Grimes2
    Casey_Grimes2Accepted solution
    New Participant
    July 5, 2017

    Hi Helen,

    Out of the box? No. In fact, Professional Services won't do any sort of customization of the Activity connection when I asked them. However, this is possible with some trickery—generally I'll put some distinct string in either the subject or description and then use Salesforce flows to reassign the activity type appropriately.

    E
    elena.abramovaAuthor
    New Participant
    July 5, 2017

    Thank you, Courtney! I think that might work for us.

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