Pulling Opportunity Info into an alert email | Community
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A
Anonymous
January 16, 2015
Question

Pulling Opportunity Info into an alert email

  • January 16, 2015
  • 3 replies
  • 1102 views
When a certain type of opportunity is created it sends an alert to the team , which is all good, but the opportunity fields aren't showing as available token options for the email. I would like to include the opportunity Name and SFDC ID in the email to make it easier for the team to do what they need to.

Anyone have a good idea of how I can get this info into my email?
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3 replies

Josh_Hill13
Josh_Hill13
Level 10
January 16, 2015
You may have to make those fields visible to the Marketo User.
Adam_Vavrek1
Adam_Vavrek1
Level 8
January 16, 2015
Hi Shannan,

In order to pull in Opportunity info, you'll need to do Email Scripting. It's quite involved. My work around was to include a link to a Salesforce report of recently created Opportunities so the team can view that info in Salesforce.

 
A
Anonymous
January 16, 2015
Thank you both for your help.
The fields are already visible to the Marketo user both in sf and in marketo. I'll look into the scripting. Having them sift through a report isn't any better than the list they have to look at now in this case.  It is infinitely more sustainable for me to code a solution once than to have them sifting through hundreds of opps.
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