Is there a way to send an alert email with a link to the Opportunity Influence Analyzer?
We'd like to send an alert email when certain stages are reached in an Opportunity along with a link to the Opportunity Analyzer for that Opportunity.
The link to the Opportunity Analyzer in the Sales Insight section of the Opportunity has an "sfdcOpportunityId=" query string parameter, and I determined that I can create a link to a specific Opportunity Analyzer report by changing this parameter to the desired Opportunity ID. I'm concerned what the effect of leaving the "&tok=" parameter will be (e.g. changing the cookie to point to the wrong lead record), but when I remove it from the URL, the page displays a 404 error. Does anyone know what the "&tok=" parameter does and if it is OK to leave it in the URL?
The second issue is that there isn't a token for the Opportunity ID and I don't think that there is any way to obtain it in Marketo, which seems odd. So my thought is that I can create an Opportunity ID field on the SFDC Contact record and create a workflow rule in SFDC to populate it with the open Opportunity ID on which the Contact has a Contact Role. But, this isn't going to work correctly if the Contact has a Contact Role on more than one open Opportunity. Has anyone had a similar need to identify the Opportunity ID on the Marketo lead record and developed a reliable way to obtain this?