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michael
michael
Contributor ⭐️⭐️
Feb 14, 2019 4:28 PM UTC

Pull Salesforce Report into Power list for Journey Orchestrator

I think a nice feature for Journey Orcehstrator would be to allow a created Salesforce report to be imported to a Power List to save time and duplicate work. Currently, I create a report in Salesforce to confirm with stakeholders that this is the list we want to target. I then need to re-enter the criteria into the Power List. This feature would have some having to enter this information twice.

      2 replies

      kate_green
      kate_green
      Helper ⭐️⭐️
      Feb 14, 2019 7:07 PM UTC
      Could you instead only create the powerlist, run the list, and then share the results with stakeholders? Eliminating the need for the SFDC report?

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      michael
      michaelAuthor
      Contributor ⭐️⭐️
      Feb 14, 2019 7:09 PM UTC
      If we need to update the powerlist, it is a cumbersome, slow process. Plus, it does not give great visiiblity into the filter criteria.

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