I know the standard "Send Marketo email" button is only available on the lead or contact object in Salesforce which includes the list views as well. We would like to leverage this capability from the Accounts Tab though. E.g. Send a Marketo email to a list of person accounts (Accounts + Contacts). We do not use Contacts, and we don't want to confuse our SFDC users having to send the Mass Email from the Contacts Tab, so really we need to send a Marketo email to a list of accounts, rather than contacts.
I understand in the end I am sending the email to people, therefore, contacts but to generate the list in Salesforce. Understand I can solve many of these things if emails are sent from within marketo. This is for emails that are however not automated and for users that do not have Marketo login access and just send emails from within salesforce.
I am following another discussion that explains how to create this button. We have replicated this functionality from the Account Tab. However, we are facing an issue when we hit the Send Button.
Has anyone achieved this end to end successfully?
Any thoughts or advice would be much appreciated!
Thanks.
FYI if you have any ideas Josh Hill
why can't you setup a Contact List where Account Name = X,Y,Z ?
Hi Maria,
Good that you got the button working.
I think your current issue is that the 'selected lead ids' for the account are not being correctly passed to Send_Marketo_Email apex code.
You are passing an array here as I circled here.
1> Is this array populated with the lead ids of all the leads on that account? Can you try debugging that it is indeed populated. The error might be due to the apex code not getting any values there.
2> I believe that the apex code does not like 'an array' as a querystring parameter. I think this might be your issue here. You will need to generate a 'comma separated list of all the lead ids on that account' and pass it here.
Hope this helps. Please feel free to reach out if you need help in getting this done.
Rajesh Talele
Hi Rajesh Talele I have debugged this it turned out we are already passing a comma separated list of all the lead ids on that accounts. We can't see what is going on after we click the "Send Marketo Email" button. It says that it a managed package. Any ideas?
Yes. Debugging SFDC managed packages is tricky as we can not see the debug logs of the managed package.
Before performing this operation, can you please open the SFDC “Developer Console“. Once you are done, check the logs if anything useful shows up in the console?
That might help hopefully.
Also, does this functionality work on any other similar object like Contact List for you?
Rajesh