Turn a SFDC ID token into a Hyperlink

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Turn a SFDC ID token into a Hyperlink

I'm sending out an alert email to the Sales Reps when someone clicks a certain link in an email and when they get the alert email, they want the SFDC ID to be a hyperlink so they go directly into SFDC and find the lead.

My manager doesn't believe that this isn't already available.  I called Support and we tried something but it didn't work.
4 Comments
Anonymous
Not applicable
This can be done but it is a little trickey.

Edit the "Sales Alert" email and select HTML mode. Then add this:
<a class="mktNoTrack" href="https://na6.salesforce.com/{{lead.SFDC Id:default=0}}">Link to SFDC record</a>

** important
1) replace "na6" with the server that your account is on for Salesforce. Salesforce may change the server at a later time. If the links stop working then you may need to update the server in the email.
2) Then in the Smart Campaign that sends the alert, be sure you add a wait step before the email is sent to allow Salesforce time to update Marketo with the ID#. Salesforce snycs every 5 minutes, so I added a 6 minute wait step before sending email and it worked great.

Good Luck


Anonymous
Not applicable
Tim is right. We use the exact same method for all our sales notifications.
We also include a lot of fields in the email itself for more details.
You can include tokens like trigger name or the name of the email.
Amber_Hobson
Level 9 - Champion Alumni
Why wouldn't you simply use the token? We use {{SP_Send_Alert_Info:default=edit me}} in all of our alert emails which adds a link back to Salesforce that our reps can click on to jump straight to the lead/contact record.
kh-lschutte
Community Manager
Status changed to: Already have it