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Anonymous
June 12, 2016
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Using Contact First Name as Token?

  • June 12, 2016
  • 3 replies
  • 2987 views

I'm guessing there's a very easy fix or obvious answer for this, but most of my initial campaigns (including one I have to send tomorrow!) are to late-stage sales opp's or customers, who are Contacts in Salesforce, not Leads. However, when I go to personalize my email greeting with a token, only "Lead First Name" is available, not Contact First Name. Any ideas?

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Best answer by Grégoire_Miche2

Hi Christine,

leads in Marketo can be contacts or leads from your CRM. So the same token will be giving the contact first name in case the corresponding record is a contact in the CRM.

There are some online training and doc on how the sync works and that you may want to read: SFDC Sync Details - Marketo Docs - Product Docs

-Greg

3 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
June 13, 2016

Hi Christine,

leads in Marketo can be contacts or leads from your CRM. So the same token will be giving the contact first name in case the corresponding record is a contact in the CRM.

There are some online training and doc on how the sync works and that you may want to read: SFDC Sync Details - Marketo Docs - Product Docs

-Greg

Jenn_DiMaria2
Jenn_DiMaria2
Level 10
June 13, 2016

Yup, as Greg said. Marketo doesn't differentiate between SFDC Leads and Contacts - all records are Leads.

gkrajeski
gkrajeski
Level 10
June 13, 2016

In Marketo all records are referred to as a Lead.

Salesforce has both types of records, Contacts and Leads.

When the data come into Marketo it gets 'flattened' into a single field on the Lead record.

You can see this in the Field Mapping, under your admin area.

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