opportunity tokens

[Stephanie_Chmie]

I am new to opportunities. I send an introduction email to the outside partner who is working a lead. It currently pulls lead.tokens. I want it to either pull tokens from opportunities or contacts. Any advice on how or where to do this? 

Once the lead is converted I don't want it to pull info from the lead b/c it might be outdated. 

[SanfordWhiteman]

You use Velocity tokens to output Opportunity data (as you would with Custom Object data).

[Stephanie_Chmie]

now for the stupid question.  What is and where do I find Velocity Script? 

[Stephanie_Chmie]

Ok, nevermind that question, I have the script up but how/what do I add to it? 

[SanfordWhiteman]

That's a very, very wide open question.

Script tokens are written in Velocity Template Language. I write extensively on tips and tricks for Velocity (see https://blog.teknkl.com/tag/velocity) but it's not not overnight thing. You're going to need to take some time to learn.

[Stephanie_Chmie]

If Opportunities and Contacts are Marketo and they claim to have the best salesforce integration then why aren't the fields available for tokens like all of the lead fields are. 

[SanfordWhiteman]

Everything you could possibly want to do with Opportunities (and with Salesforce COs), you can.

Remember that Opportunities are many-to-one (they're even more complex than that, given the Oppty Contact Role relationship). Therefore, there could never be a single token that represents "an" Oppty field, as because that field has different values across Oppty records. The syntax would have to change drastically beyond {{object.property}} -- in essence that extended syntax, and much more, is what you get w/Velocity.

[Stephanie_Chmie]

So If I want to send an email with info on the contact associated with the lead how would I go about doing that? 

[SanfordWhiteman]

"info on the contact associated with the lead" -- I don't understand.

[Stephanie_Chmie]

sorry I want to send an email with the contact information of the primary contact associated with an opportunity.