8 Replies Latest reply on Jan 20, 2016 8:05 AM by b903c9d62a71b2ab24da9bedee9c2ca45b94a48f

    Alert that includes link to Salesforce lead record

    Greg Sanders
      Hi - Is it possible to generate a Marketo alert that includes a link to a Salesforce lead record? When we assign a Marketo lead to a sales rep, we notify the rep they've been assigned a lead. We've had a couple of missed hand-offs where the rep creates a new SFDC record, so we'd like to have so it's super easy for a rep to go directly to the record in SFDC.

      I'm not an expert on SFDC, but apparently nothing automatically notifies a rep in SFDC when a lead is assigned. I find that surprising. We can always manually copy and paste the lead record url, but if we can automate it, that's what I'd like to do.

      Hope this makes sense! Appreciate any advice on notification of reps.

      Greg