Re: Salesforce Contract Object Sync

Anonymous
Not applicable

Salesforce Contract Object Sync

How can I access the salesforce contract object expiration date to send out 90 day renewal reminders to my subscription clients?
We are hoping to send out a renewal notice to the contact listed in the contract "Customer Signed By" field.
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2 REPLIES 2
Jep_Castelein2
Level 10

Re: Salesforce Contract Object Sync

Kirk, 

You can load it as a Custom Object associated to Account. See screenshot: 

0EM50000000SsZl.jpg

Jep
Josh_Hill13
Level 10 - Champion Alumni

Re: Salesforce Contract Object Sync

Sounds like a custom situation. You can sync custom objects by going to Admin > SFDC > Custom Objects.
But this is usually something the SFDC Admin and Marketo admins should work on because there may be easier ways to do this.