Re: Token to pick up multiple lines of data under our 'Billing Account Numbers' in SF and automate email

Anonymous
Not applicable

Token to pick up multiple lines of data under our 'Billing Account Numbers' in SF and automate email

How do i token to pick up multiple lines of data under our 'Billing Account Numbers'  in SF and put into an automated email?
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4 REPLIES 4
Josh_Hill13
Level 10 - Champion Alumni

Re: Token to pick up multiple lines of data under our 'Billing Account Numbers' in SF and automate email

Is Billing Account Number a multi-select field or something else?

Usually the token will dump the entire data into the Email when generated.

Send a screenshot if you can.
Anonymous
Not applicable

Re: Token to pick up multiple lines of data under our 'Billing Account Numbers' in SF and automate email

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This is the area in SF. So i would like to show all the Billing Account Numbers (whether they have 2 or 20) in the body of the email. 

There doesnt seem to be a token as an option but is there another way to do it.. 

Thank you!! 
Anonymous
Not applicable

Re: Token to pick up multiple lines of data under our 'Billing Account Numbers' in SF and automate email

Okay just found out they are called related lists - we want to pull through data from a related list to show in the body of the email? 

Is this possible with tokens? 

We would liket to insert the Billing Account Numbers and Billing Account Number Description into the body of an email. 

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Anonymous
Not applicable

Re: Token to pick up multiple lines of data under our 'Billing Account Numbers' in SF and automate email

Hi Chloe,

In this case Billing Account Numbers looks like a custom object in your SFDC. It looks like it has a relationship with the account object and that is why it appears as a related list on your accounts in SFDC.

Find out more about how you can use SFDC Custom objects in Marketo here.

In order to pull the related billing account numbers into an email you will need to use the email scripting feature