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How can i add start date in SFDC campaigns in Marketo? In salesfore campaign report Start Date is showing as blank & status is showing as Planning.Any help from experts is very helpful.
As for customer email, are you referring to the lead's email address? Review Marketo's Product Docs on tokens. Tokens Overview - Marketo Docs - Product DocumentationWe have Primary Contact Email Id field in SFDC Contact, so in Opportunity if there are more than one contacts one contact will be marke...
Another issue i am facing in email is i am not able to find token for Opportunity Owner email & Customer Email
Yes Opportunity Owner is same as Lead/Contact Owner
What is your question around From Address & Reply-to? Do you want the sales owner information to populate? If so use the token - {{lead.Sales Owner Email Address}}.We need to send email to Customer from Opportunity Owner
Hi @Nick Hajdin,Thanks for your suggestions. Yes we have lead lifecycle model implemented.We have Lead Lifecycle for customer with Smart List :- Data Value Changes | Attribute : SFDC Type | New Value:is | CustomerSo as per your suggestion i have added following trigger in Smart ListData value Change...
I need to do following Send an automated email to customer from opportunity owner after 2 weeks of close dateCreate task in Salesforce for opportunity owner to call customer after 4 weeks of close dateNow till now i have done followingCreated smart list with filterIs Customer = TrueHas Opportunity �...
Hi Sanford,Actually i was confused about hoe to use token in Send alert field. But i am able to achieve this.Thanks for your solution.
Hi Allison,Can you please help me doing the same which you did. I have also the same requirement.
Thanks Britney,This solution almost works for me.