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How to send email alerts to client executives...

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chris2929
Level 2

Hi there,

 

We currently send email alerts to the account owner in sfdc when someone fills out a form. Is there a way to send alerts to another type of individual in SFDC? In this case we want alerts to go to Client Executives...

 

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Michael_Florin
Level 10

And just to add to that: If you happen to save/sync your Client Executives' Email Addresses in Marketo, you might also use a lead.token in that field:

Michael_Florin_0-1720623472684.png

 

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Michael_Florin
Level 10

And just to add to that: If you happen to save/sync your Client Executives' Email Addresses in Marketo, you might also use a lead.token in that field:

Michael_Florin_0-1720623472684.png

 

chris2929
Level 2

Thanks Michael, this looks like the route I'll have to go down this route. Would I need to create a new token for that or is using the format you provided enough (provided that I get our Client Executives' email addresses in Marketo)?

SanfordWhiteman
Level 10 - Community Moderator

Michael’s referring to a new custom Person field.

 

(Note you don’t “create” tokens. You create custom fields and corresponding {{lead.tokens}} are automatically supported by the system.)

chris2929
Level 2

Thank you Sanford!

nmillar
Level 3

In the email spot you can add all of the emails of the executives that you would like the alerts to go to!