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PROD_-_Deborah_
PROD_-_Deborah_
Level 2
April 14, 2017
Question

Using Salesforce Custom Fields as Tokens

  • April 14, 2017
  • 4 replies
  • 5532 views

For person fields, the tokens are referenced using Lead in front.  For example -   "Lead.First Name". 

For company fields, the tokens are referenced using Company in front.  For example -  "Company.Name". 

For Salesforce custom fields, I'm not sure of the naming convention.  What would replace "Lead" in the "Lead.First Name" token?  I'm trying to use a field called Relationship Manager Email but I'm not sure what the token version would use where the "Lead."  is in the previous example.  Is there a way to determine what the token value would be for a field?

The field is located on the SFDC Custom Field tab.  It is also associated with the Account.

Thanks for your help

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4 replies

SanfordWhiteman
SanfordWhiteman
Level 10
April 14, 2017

Deborah, please move the thread to Products and someone will answer it there. "Champions" is for discussions of the Champs program itself, not product support.

PROD_-_Deborah_
PROD_-_Deborah_Author
Level 2
April 14, 2017

Thanks

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 20, 2017

@Janet Dulsky​, could you pls have this one moved?

-Greg

Janet_Dulsky
Adobe Employee
Janet_DulskyAdobe Employee
Adobe Employee
April 20, 2017

Done!

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 20, 2017

Hi Deborah,

If the SFDC fields are lead or contact fields, they will be lead.tokens. If the SFDC fields are account fields, they will be company. tokens.

when you are using the token insertion wizard in Marketo (for example when editing a text zone in an email or landing page), Marketo will help you find out, though.

-Greg

Vera_Parassidis
Vera_Parassidis
Level 2
May 16, 2017

Hi @Grégoire Michel​! What about fields on Custom SFDC objects or Opportunities? I synced the custom object but the token insertion wizard is not offering any options as if it can't see those fields. Is it possible to use fields on Custom SFDC objects as tokens in a Marketo email?

Thanks!

Dave_Cunningham
Dave_Cunningham
Level 4
May 16, 2017

We have a bunch of custom objects in our Microsoft Dynamics instance and the only way we have been able to use them as tokens in a Marketo email is by setting up program script tokens that use velocity script to reference the custom objects. It's a bit cumbersome, but it works. Perhaps there is a better way in SFDC since that sync is more robust than the Microsoft Dynamics one.

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