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Anonymous
May 17, 2013 7:54 PM UTC
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SFDC Account/Company URL into an Alert

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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Accepted solution
May 17, 2013 9:36 PM UTC
Keith, You're right. My method will provide what you're looking for.
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6 replies

Anonymous
May 17, 2013 9:05 PM UTC
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}}
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    Anonymous
    May 17, 2013 9:16 PM UTC
    Keith,

    You can use these tokens as well.

    Lead: {{SP_Send_Alert_Info:default=}}
    Company: {{company.Company Name:default=}}
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    Anonymous
    May 17, 2013 9:35 PM UTC
    Hanne V,

    Unless I am mistaken, the token will give me the name, but no the URL to the SFDC record.
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    Anonymous
    Accepted solution
    May 17, 2013 9:36 PM UTC
    Keith, You're right. My method will provide what you're looking for.
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    Anonymous
    May 17, 2013 9:51 PM UTC
    Keith,

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

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    Anonymous
    May 30, 2013 6:40 PM UTC
    Jason/Hanne V,

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

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