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Brian Overson Eliminate Pardot activities from "Activity History" (but keep "Pardot Activity" section)
Our organization would like to eliminate Pardot-related activities out of the Activity History within our leads, contacts and accounts, We want to keep the Pardot Activity section, but our sales team no longer wants Pardot activites listed in the Activity History because they feel it fills up their timeline and makes it hard to identify their personal communications with leads, contacts and accounts.
From what I understand, this is something that would need to be custom-coded. We do not have Premier Salesforce support, but pay a lot of money annually for Salesforce licenses, and feel like this is a reasonable request. Please let us know what you can do about this. Thank you!
Brian Overson
(952) 334-3181
boverson@brandpoint.com
From what I understand, this is something that would need to be custom-coded. We do not have Premier Salesforce support, but pay a lot of money annually for Salesforce licenses, and feel like this is a reasonable request. Please let us know what you can do about this. Thank you!
Brian Overson
(952) 334-3181
boverson@brandpoint.com
Under Email Logging, uncheck the box for "Sync emails with the CRM"
This will prevent Pardot emails from being logged under SF activity history.
This is not retroactive, so if you want to remove the past Pardot activities, you'll have to run a delete operation in SF through Jitterbit/Apex data loader.