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Market to Your Customers with Account Engagement
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            External Activities: Next Steps

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            External Activities: Next Steps

            After you set up a marketing app extension, assign it to a business unit, and add an activity type, it’s time to complete the integration. We recommend working with your developer to connect the activity types that you created to your third-party app or integration service.

            Required Editions

            Available in: Account Engagement Plus, Advanced, and Premium Editions

            When you save an activity type, Salesforce generates a sample API request. Copy the request and send it to your developer as a starting point.

            Example activity type with API endpoint highlighted.

            Your developer uses the endpoint and field values to finalize the integration with the third-party application.

            Using External Activity Data

            After the integration is set up and you activate your activity, data is passed to Account Engagement. External activity data is available on the Activities tab on prospect records and you can use it in automation rules, segmentation rules, and Engagement Studio programs.

            To use external activity data in automations, the value field must match what’s in the value field for the API integration for the activity. In this example, the activity type captures each time a prospect views an event recording and the value field contains the name of the event.

            Engagement Studio step with the value field showing an example of an event name.

            Editing an activity type can impact automations that rely on data from that activity type. If you deactivate an activity that’s being used in an Engagement Studio program, prospects skip that step.

            External activity data is stored for 36 months from the date it’s passed to Account Engagement.

            See Also

             
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