Using Contact First Name as Token?

[Anonymous]

I'm guessing there's a very easy fix or obvious answer for this, but most of my initial campaigns (including one I have to send tomorrow!) are to late-stage sales opp's or customers, who are Contacts in Salesforce, not Leads. However, when I go to personalize my email greeting with a token, only "Lead First Name" is available, not Contact First Name. Any ideas?

[Grégoire_Miche2 · Accepted solution]

Hi Christine,

leads in Marketo can be contacts or leads from your CRM. So the same token will be giving the contact first name in case the corresponding record is a contact in the CRM.

There are some online training and doc on how the sync works and that you may want to read: SFDC Sync Details - Marketo Docs - Product Docs

-Greg

[Jenn_DiMaria2]

Yup, as Greg said. Marketo doesn't differentiate between SFDC Leads and Contacts - all records are Leads.

[Geoff_Krajeski1]

In Marketo all records are referred to as a Lead.

Salesforce has both types of records, Contacts and Leads.

When the data come into Marketo it gets 'flattened' into a single field on the Lead record.

You can see this in the Field Mapping, under your admin area.