Link to Marketo lead record from SFDC contact/lead record

[Cheral_Jansen]

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.

[Edward_Masson]

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]

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]

Thanks both of you. I'll make sure we get that installed 🙂

[Anonymous]

Hello,

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

Cheers,

Kara

[Edward_Masson]

Don't believe so, its a read only view.

[Cheral_Jansen]

Edward is correct. the "View in Marketo" is read-only and you don't need a Marketo seat.