Is there a way to add a link the lead record in SFDC from a task alert

[Anonymous]

Hi All,

Sales would like an alert that includes both a link to the task and the lead record.  Finding this slightly impossible.  Does anyone know of any tokens I can add to the marketo alert that would link to the latest task OR a field that I can add to the task alert that would also link to the lead record?

Thanks!
-Jamie

[Anonymous]

This should provide a link to the lead/contact record in Salesforce.com:

https://{yourinstance}.salesforce.com/{{lead.SFDC ID}}

{yourinstance} is going to be something like na10.  You can see that in the URL of any of your SFDC pages.

[Anonymous]

You  can also use this token- {{SP_Send_Alert_Info:default=edit me}}, which includes the following:

• Links to both the Marketo and SFDC records
• Name of the Marketo campaign that generated the alert
• Date/Time of the alert

There are no tokens that link to SFDC tasks.

[Anonymous]

I was  hoping that https://{yourinstance}.salesforce.com/{{lead.SFDC ID}} would be the ticket, but I get an error message when I try to insert the fields {{lead.SFDC ID}} or   {{SP_Send_Alert_Info:default=edit me}}
into a task alert.

Does it work for either of you?

Thanks for the ideas.

We are currently using Marketo alerts (which I think are great), but sales wants to move to SFDC task alerts so they can go directly from the email to the task. I'm trying to find a happy medium so we don't give up all the functionality of the marketo alerts.

-Jamie

[Anonymous]

We are actually using https://{yourinstance}.salesforce.com/{{lead.SFDC_ID}} with a hythen in SFDC ID.  Maybe that is the issue?

Had not heard of Elliott's solution but that is pretty cool.  How does clicking on that link work exactly?  Does it open multiple tabs?

[Anonymous]

We are using the token I mentioned in basically all of our Marketo alert emails and it does work.  Below is what I see in the Email Designer after clicking the Insert Token button and beginning to type the token name in the field.



Jack, a new tab is opened when you click the lead name and the SFDC Detail links as in the example below.

Marketo Alert Information
Lead: Matthew OSuch (SFDC Detail)
Campaign: Update Lead Status - MQL (Prospect -> MQL)
Time: Aug 16, 2013 04:31 pm EDT

[Anonymous]

I'm actually talking about the alerts generated through SFDC when a task is created.  Sadly, you can't create them in Design Studio.  I don't know why sales wants them, but they do.  

Thanks though!

-Jamie

[Anonymous]

Jamie, you should post your question on the Salesforce Community.  There is a help article out there about adding merge fields (similar to Marketo tokens) to email templates (https://help.salesforce.com/HTViewHelpDoc?id=merge_fields_mail_merge_templates.htm).  If you can use one of those templates to create your alert, that may solve your problem.

[Anonymous]

On a side note, that is an interesting token Elliot, thanks for sharing.  Also a little concerning that I am able to see the activity log for Matthew OSuch (unless you manually allowed public access).

[Anonymous]

Wow - thanks for letting me know about that Jack.  I would have thought that the link would only work for those users with Marketo logins in our instance.  I'm sure the SFDC Detail link works that way.  I'll flag this to Marketo.