Inserting SFDC Custom Object field values into emails | Community
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Alex_Firtl
Alex_Firtl
Level 2
April 18, 2019
Solved

Inserting SFDC Custom Object field values into emails

  • April 18, 2019
  • 1 reply
  • 8069 views

Hey Nation,

We're trying to move some of our operational emails from Salesforce over to Marketo. These emails have a lot of references to SFDC custom object fields. What are my options for getting these fields into an email. I've already enabled the custom object sync within Marketo, now it's just a matter of accessing that data somehow.

Thanks!

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Best answer by SanfordWhiteman

You'll be using Velocity (Email Script) tokens.

Read all my related posts here and at

https://blog.teknkl.com/tag/velocity

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
April 18, 2019

You'll be using Velocity (Email Script) tokens.

Read all my related posts here and at

https://blog.teknkl.com/tag/velocity

    Alex_Firtl
    Alex_FirtlAuthor
    Level 2
    April 18, 2019

    I'm sure this is an obvious question, but I'm not seeing any of my SFDC Custom Objects as available to use when trying to build my Velocity token. In fact, the Mobile App, Mobile App Install, and Vibes List Membership "custom" objects are nowhere to be seen in my instance.

    I'm guessing this is a problem for support?

    M
    Mark_Price
    Level 6
    April 18, 2019

    Sounds like you may not have any SFDC Custom Objects set to sync.

    Go to 'Admin -> 'SalesForce Object Sync' and see if anything has a green checkmark. If not, you can enable the object, but will need to turn off the SFDC sync to do so.

    hope it helps!

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