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Custom Activity Fields

Marketo will detect the creation of the new fields then do a one-time backfill of data, a re-mapping, and an ongoing sync of values into the new fields only. Old fields will not be updated.

Field NameDescription
MSE Call Local Presence IDAs a user you can choose Local Presence as an option when you make calls from the MSE Phone. Incoming calls will show a local number for the receiver.
MSE Call Recording URL Calls can be recorded and a link for the recording will be logged here.
MSE Campaign Logs name of the MSE campaign the Contact/Lead is a member of.
MSE Campaign URL Logs URL to the campaign that was created in MSE. Clicking on this will open the campaign in the MSE web app.
MSE Campaign Current Step If a contact/lead is part of a campaign, this field will log the name of the step the lead/contact is currently on.
MSE Email Attachment Viewed Logs data when an email is sent with an attachment and the attachment is viewed by the recipient.
MSE Email Clicked Logs a checkmark when the recipient clicks a link in an email.
MSE Email Replied Logs a checkmark when the recipient replies to an email.
MSE Email Status Shows if an email is sent/in progress/bounced (tracking bounced emails depends on the delivery channel used).
MSE Email Template Logs name of the MSE template that was used in the email sent to the lead/contact.
MSE Email Template URL Logs URL to the template that was created in MSE. Clicking on this will open the template in the MSE web app.
MSE Email URL Clicking on this URL will open Command Center in MSE and pull up the People Detail View history tab where you can see the sent email.
MSE Email Viewed Logs a checkmark when the recipient views an email.
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Roll-Up Logging Fields

Field NameDescription
MSE - Last Marketing Engagement Last incoming engagement from Marketing.
MSE - Last Marketing Engagement Date Time stamp of engagement from Marketing.
MSE - Last Marketing Engagement Desc Description of the engagement.
MSE - Last Marketing Engagement Source Source of Marketing engagement.
MSE - Last Marketing Engagement Type Type of Engagement.
MSE - Last Activity by Sales
 
Last outgoing activity performed by the Sales team.
MSE - Last Replied Last email reply to Sales email.
MSE - Current Sales Campaign Logs name of the MSE campaign the lead/contact is a member of.
MSE - Last Sales Engagement Last incoming engagement from Sales.
MSE - Opt Out Opt-out field.
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Buttons

Button NameDescription
Send MSE Email Send Sales emails from Salesforce.
Add to MSE Campaign Add to MSE campaigns from Salesforce.
Push to MSE Push contact from Salesforce to MSE.
Call with MSE Make Sales calls from Salesforce.
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Bulk Action Buttons

Button NameDescription
Add to MSE Campaign Add to MSE campaigns from Salesforce.
Push to MSE Push contact from Salesforce to MSE.

User Guides

MSE Custom Reports in Salesforce
MSE for Salesforce
MSE for Salesforce Lightning

Related Videos

How to install customizations in Salesforce

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