Reading Salesforce Case Data and Writing Back
Hi there,
I'm trying to wrap my head around a Salesforce-specific use case: I would like to use data from a case related to the contact's account in my email template. I would also like to write an activity (task) into the case when the email is opened.
The scenario unfolds as this:
I created a case X under Account A
I add Contact B from Account A to my campaign C
When setting up the template, I want to pull in information from case X to the email template.
When the recipient opens the email, I want Marketo to write an activity under case X.
So I do know that I can use the custom object sync to make case data available in Marketo, but how can I make sure I pull data from the correct record? And how can I write back into that specific case? Any ideas how to manage this would be appreciated.