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Pull Salesforce Report into Power list for Journey Orchestrator

  • February 14, 2019
  • 2 replies
  • 21 views

michael
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
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  • Helper ⭐️⭐️
  • February 14, 2019
Could you instead only create the powerlist, run the list, and then share the results with stakeholders? Eliminating the need for the SFDC report?


michael
  • Author
  • Contributor ⭐️⭐️
  • February 14, 2019
If we need to update the powerlist, it is a cumbersome, slow process. Plus, it does not give great visiiblity into the filter criteria.