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May 17, 2013
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SFDC Account/Company URL into an Alert

  • May 17, 2013
  • 6 replies
  • 1674 views
I am setting up alerts in Marketo, and would like to allow those who get the alerts to click directly on a link in the alert that takes them to the company record in SFDC.

I know this is possible at the lead level, using the following format:

na7.salesforce.com/{{lead.SFDC Id:default=}}

Is it possible to code a URL similarly so that clicking on it takes the person to the SFDC account/company record?
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Best answer by
Keith, You're right. My method will provide what you're looking for.

6 replies

May 17, 2013
Keith,

You can create a formula field in Salesforce that writes the Account ID to a Contact field, which would then allow you to have the same type of link:

https://na7.salesforce.com/{{lead.SFDC Account ID}}
May 17, 2013
Keith,

You can use these tokens as well.

Lead: {{SP_Send_Alert_Info:default=}}
Company: {{company.Company Name:default=}}
May 17, 2013
Hanne V,

Unless I am mistaken, the token will give me the name, but no the URL to the SFDC record.
Accepted solution
May 17, 2013
Keith, You're right. My method will provide what you're looking for.
May 17, 2013
Keith,

yes the 2nd link is for the account name, but this one takes you to the SFDC record. - {{SP_Send_Alert_Info:default=}}

May 30, 2013
Jason/Hanne V,

Thanks. It took me some time but I see your point. Thanks again and apologies for the delay!