How do I add a link to my lead/contact's Salesforce detail page when sending an Alert from Marketo?

Document created by 2029 Employee on Dec 29, 2014Last modified by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Sep 27, 2017
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Question:

How do I add a link to my lead/contact's Salesforce detail page when sending an alert from Marketo?

 

Answer:

If the lead or contact is in both Marketo and Salesforce at the time when the alert email is sent, then the link to the Salesforce detail page will be automatically appended to the alert email sent by Marketo.

 

Note

You will need to use the "Send Alert Info" token within your Alert email while designing your email in the Design Studio of Marketo.

Send Alert Token.png


Below is what the generated alert looks like once it is sent from Marketo (note the link to the Salesforce detail page is automatically inserted):

 

rtaImage (1).png

 

Note if the lead or contact is not in Salesforce then there is no link to the Salesforce detail page:

 

rtaImage (2).png

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