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Can Salesforce Custom Objects be in Email Scripts?

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Aubrey_Morgan
Level 3

Can Salesforce Custom Objects be in Email Scripts?

Hi Marketo Community!


I'm trying to set up a token in my email that references an expiration date for each product user. This is available as a field within the SFDC custom object on the lead and contact record (2 separate objects) as displayed below:

SRld2AGwqFjeaG2KylC4PLr_T-FtX5W97KHAgxVzPNQ.png

When I go to create the token at the program level - none of my custom objects are available for email script. We only have 3 options, which I'm pretty sure came out of the box with Marketo. See below:

e3NpNTqIBSpKgZI5dDjVCDgH29-dBlW1gX54L-HUezk.png

Does anyone know how to set up the SFDC custom objects so they appear in the email script?

Thanks!

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Anonymous
Not applicable

Re: Can Salesforce Custom Objects be in Email Scripts?

Hi

You need to make sure there is a 1 (and only 1) look up field from the custom object to either the lead or contact object. And that field needs to be visible to the salesforce user that is synced to marketo.

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Anonymous
Not applicable

Re: Can Salesforce Custom Objects be in Email Scripts?

Hi

You need to make sure there is a 1 (and only 1) look up field from the custom object to either the lead or contact object. And that field needs to be visible to the salesforce user that is synced to marketo.