Using a field in Field Management as a token | Community
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A
Anonymous
June 30, 2015
Question

Using a field in Field Management as a token

  • June 30, 2015
  • 1 reply
  • 1324 views

I have a "Last Day to Cancel" field in Salesforce that populates in Field Management in Marketo but I'm unable to use it as a token. How do I active or enable this field so I can use it as a token in an email?

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1 reply

Grant_Booth
Grant_Booth
Level 9
June 30, 2015

Hi Reid,

A custom lead, contact, or account field which comes down to Marketo should be available automatically for use as a token in an email.
If it was a lead or contact field in SFDC, then the token should appear as {{lead.Field Name}} in Marketo. If it was an account field, it should appear as {{company.Field Name}}.
Custom fields on other objects in SFDC, like Opportunities, will not be available as tokens in Marketo.

I hope that helps!
Grant

A
Anonymous
June 30, 2015

Grant,

Thanks for your response. I figured it out. It's an opportunity field and Marketo doesn't let users include those as tokens. I'm going to have to tie the field into the account in Salesforce in order to use it as a token in my email.

    Grant_Booth
    Grant_Booth
    Level 9
    June 30, 2015

    That was my hunch for what the problem was. As you said, most users rely on a workflow to copy the value from the Opportunity to another field on the Account object. For example they'll copy the opportunity's name to a field called "Most Recent Opportunity Name" on the Account.

    -Grant

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