Link to Marketo lead record from SFDC contact/lead record

Link to Marketo lead record from SFDC contact/lead record

Sorry if this is a duplicate idea... We often need to look at a lead's activity history when working with tasks relating to the person. It would be great to be able to link directly to the Marketo record directly from within SFDC.
7 Comments
Edward_Masson
Level 10
You can, your SFDC admin needs to add the field to the lead/contact object view. So it becomes visible when looking at a lead or contact record.
Kenny_Elkington
Marketo Employee
Hey Cheral,

This is already available.  There is a field installed by the MLM package called 'View In Marketo'  Add this to the page layout where you want it and your users can access Marketo records.
Cheral_Jansen
Level 2
Thanks both of you. I'll make sure we get that installed 🙂
Anonymous
Not applicable
Hello,

Does the sales person need to have a Marketo account to be able to "View in Marketo"?

Cheers,

Kara
Edward_Masson
Level 10
Don't believe so, its a read only view.
Cheral_Jansen
Level 2
Edward is correct. the "View in Marketo" is read-only and you don't need a Marketo seat. 
kh-lschutte
Community Manager
Status changed to: Already have it