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SOLVED
SFDC Account/Company URL into an Alert
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Anonymous
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05-17-2013
12:54 PM
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05-17-2013
12:54 PM
I am setting up alerts in Marketo, and would like to allow those who get the alerts to click directly on a link in the alert that takes them to the company record in SFDC.
I know this is possible at the lead level, using the following format:
https://na7.salesforce.com/{{lead.SFDC Id:default=}}
Is it possible to code a URL similarly so that clicking on it takes the person to the SFDC account/company record?
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Anonymous
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05-17-2013
02:36 PM
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05-17-2013
02:36 PM
Keith, You're right. My method will provide what you're looking for.
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Anonymous
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05-30-2013
11:40 AM
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05-30-2013
11:40 AM
Jason/Hanne V,
Thanks. It took me some time but I see your point. Thanks again and apologies for the delay!
Anonymous
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05-17-2013
02:51 PM
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05-17-2013
02:51 PM
Keith,
yes the 2nd link is for the account name, but this one takes you to the SFDC record. -
{{SP_Send_Alert_Info:default=}}
Anonymous
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05-17-2013
02:36 PM
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05-17-2013
02:36 PM
Keith, You're right. My method will provide what you're looking for.
Anonymous
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05-17-2013
02:35 PM
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05-17-2013
02:35 PM
Hanne V,
Unless I am mistaken, the token will give me the name, but no the URL to the SFDC record.
Anonymous
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05-17-2013
02:16 PM
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05-17-2013
02:16 PM
Keith,
You can use these tokens as well.
Lead:
{{SP_Send_Alert_Info:default=}}
Company:
{{company.Company Name:default=}}
Anonymous
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05-17-2013
02:05 PM
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05-17-2013
02:05 PM
Keith,
You can create a formula field in Salesforce that writes the Account ID to a Contact field, which would then allow you to have the same type of link:
https://na7.salesforce.com/{{lead.SFDC Account ID}}
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