Re: Token to view opportunity in SFDC

Kelly_Schmid3
Level 4

Token to view opportunity in SFDC

Does anyone know if there's a token to add to an alert email that will link directly to a contact's opportunity in SFDC? I use the {{SP_Send_Alert_Info}} to link to the SFDC/Marketo records, but would like to also link directly to the opportunity.
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6 REPLIES 6
Anonymous
Not applicable

Re: Token to view opportunity in SFDC

What a great question Kelly! Following to see if there is a solution.
Tara_Petre
Level 5 - Champion Alumni

Re: Token to view opportunity in SFDC

Hi Kelly, 

You can do this!  Copy your SFDC core URL, (ie: https://na3.salesforce.com/) paste this into your alert followed my the token: {{company.Opportunity:default=edit me}}

Alert will read: 

Opportunity: https://na3.salesforce.com/{{company.Opportunity:default=edit me}}

If there is no opportunity, the link will just go to sfdc, not the specific opportunity.


Thanks,
Tara
Aslihan_Ayan_Ha
Level 7

Re: Token to view opportunity in SFDC

Hi Tara, I don't see the Opportunity under Company token. Is there a configuration that we might be missing?

Aslihan_Ayan_Ha
Level 7

Re: Token to view opportunity in SFDC

To clarify, I am looking at the Marketo documentation and Opp is not listed under Company. See under Tokens Glossary - Marketo Docs - Product Docs

Kelly_Schmid3
Level 4

Re: Token to view opportunity in SFDC

Hi Tara! A few years later and this question has come up again. It doesn't look like that token is available as Ashley said. Is there another work around for this?

SanfordWhiteman
Level 10 - Community Moderator

Re: Token to view opportunity in SFDC

Sure, the Opportunity object is totally available in Velocity ("Email Script") tokens