Is it possible to Email CC from a Contact Lookup field on a Contact in SFDC? | Community
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February 28, 2023
Question

Is it possible to Email CC from a Contact Lookup field on a Contact in SFDC?

  • February 28, 2023
  • 1 reply
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We are trying to CC executive assistants on emails to contacts and wondering if the exec assistant should be a text field on the Contact object or if it can be a Contact Lookup field on the Contact.

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1 reply

Darshil_Shah1
Community Manager
February 28, 2023

Well, Marketo only allows using the Email type fields in the Email > Email CC Settings. I don't think you'd be able to choose the string/text/lookup field synced over to Marketo from SFDC in the Email CC settings. You'd need to create it as the Email type and map it with a custom email type field in Marketo or use it as an unmapped SFDC custom field in Marketo. Alternatively, you'd need to create campaigns to write data from the synced non-email SFDC field to a custom email field in Marketo (of course, you'd need to ensure that the data in the SFDC field is a valid email address). Check out this article on Marketo Email CC FYR.