I'm still pretty new to Marketo and to Salesforce, and I just realized that some of my Marketo emails have been syncing over to Salesforce as HTML templates. It's only a handful though. Any idea why only some are syncing over?
As a part 2 to this, I would like to create a template for our telemarketers to use for call follow-up. How do I get the email I create in Marketo to sync over to Salesforce? Also, will lead tokens like lead first name sync over and work the same in Salesforce?
Would really appreciate some insight, thank you in advance! Allison
If the HTML templates that you are seeing have multiple occurences of the same subject, but end in a different number in parenthesis, this is a result of your team sending a Sales Insight email and it being logged. The templates are how Marketo stores the sent email in SFDC, so that you can click the link to it in the Sent Sales Email Task and view the email. You will soon have thousands of these in your SFDC instance.