Re: Rule to update date field in salesforce from Marketo?

Ramya_Munukutla
Level 1

Rule to update date field in salesforce from Marketo?

Hello All,

We have created 2 fields in salesforce on the contact record based on which the contacts will be visible in Marketo in the smart list. We plan to send emails to the contacts in smart list and simultaneously capture the email sent date in salesforce contact record. Can we create a rule in marketo which would populate the email sent date from marketo to Salesforce?

Thanks in advance.

2 REPLIES 2
Ankit_Dua
Level 6

Re: Rule to update date field in salesforce from Marketo?

You can store it in a field using {system.dateTime}} token and pass it on to salesforce on the lead and contact object.

Thanks

Nick_Donaldson
Level 2

Re: Rule to update date field in salesforce from Marketo?

Hi Ramya,

You can also consider passing 'email sends' to SFDC in the form of activities.

Admin > Integration > Salesforce > Sync Options:

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This way you’ll be able to capture email activity on the lead and contact object in sfdc:

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And after you click the email sent activity, you can see the specific time it was sent:

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Depending on your end goal, you might also want to look into the Marketo Sales Insights plugin.

Nick