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ChrisOs2
Level 2
July 10, 2024
Solved

How to send email alerts to client executives...

  • July 10, 2024
  • 2 replies
  • 2064 views

Hi there,

 

We currently send email alerts to the account owner in sfdc when someone fills out a form. Is there a way to send alerts to another type of individual in SFDC? In this case we want alerts to go to Client Executives...

 

  

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Best answer by Michael_Florin-2

And just to add to that: If you happen to save/sync your Client Executives' Email Addresses in Marketo, you might also use a lead.token in that field:

 

2 replies

nmillar
nmillar
Level 2
July 10, 2024

In the email spot you can add all of the emails of the executives that you would like the alerts to go to!

Michael_Florin-2
Michael_Florin-2Accepted solution
Level 10
July 10, 2024

And just to add to that: If you happen to save/sync your Client Executives' Email Addresses in Marketo, you might also use a lead.token in that field:

 

    C
    ChrisOs2Author
    Level 2
    July 11, 2024

    Thanks Michael, this looks like the route I'll have to go down this route. Would I need to create a new token for that or is using the format you provided enough (provided that I get our Client Executives' email addresses in Marketo)?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    July 11, 2024

    Michael’s referring to a new custom Person field.

     

    (Note you don’t “create” tokens. You create custom fields and corresponding {{lead.tokens}} are automatically supported by the system.)

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