SOLVED
Hello, we are now starting to use the Marketo Sales Insight for Salesforce. Our Customer Support Team wants to rely on Marketo to send emails to customers from salesforce as this enables for Marketo's contact activity tracking and Analytics.
One thing I have been having issues with, is changing the Email From Address field to not use the Users email address, but a global customer support email address. I change it on the Settings for the Salesforce Sync, as the example shows below, the "Team1 Email <team1@domain.com>" is a global email, and I want all emails sent from the MSI widget in salesforce to come from the Team 1 Address, instead they are going out with the Salesforce User email. EX: John Doe sends email, email to contact shows From: John Doe <j.doe@domain.com>
Does any body know why won't Marketo use the "told" email, and just go for the Salesforce user?
Thanks in advance!
1 ACCEPTED SOLUTION
Accepted Solutions
Well, I don't think you can hard code the email address in the MSI settings in Marketo to override the default logged in user's email address for sending the MSI emails from CRM (SFDC/MSD). MSI's Send Marketo Email functionality is intended to send email from the person who's sending it, rather than someone else as its meant for one-to-one communication from the sales person.
FWIW, I don't think you can actually add a custom email address in the MSI settings in Marketo, as the "From Address Field:" in the MSI settings is a picklist field (and not a email/text field for you to enter the email of your choice).
As a walkaround, you can create a trigger campaign in Marketo which can be requested using the "Add to Campaign" option from the MSI in CRM (SFDC/MSD) and in the campaign's flow you can send the regular email (via Send Email flow step) to the person. You'd be able to customize the sender's address in this case as this email being sent from the Marketo like any other normal email asset.
Well, I don't think you can hard code the email address in the MSI settings in Marketo to override the default logged in user's email address for sending the MSI emails from CRM (SFDC/MSD). MSI's Send Marketo Email functionality is intended to send email from the person who's sending it, rather than someone else as its meant for one-to-one communication from the sales person.
FWIW, I don't think you can actually add a custom email address in the MSI settings in Marketo, as the "From Address Field:" in the MSI settings is a picklist field (and not a email/text field for you to enter the email of your choice).
As a walkaround, you can create a trigger campaign in Marketo which can be requested using the "Add to Campaign" option from the MSI in CRM (SFDC/MSD) and in the campaign's flow you can send the regular email (via Send Email flow step) to the person. You'd be able to customize the sender's address in this case as this email being sent from the Marketo like any other normal email asset.
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