Link to Marketo lead record from SFDC contact/lead record | Community
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Cheral_Jansen
New Participant
February 18, 2014
Duplicate

Link to Marketo lead record from SFDC contact/lead record

  • February 18, 2014
  • 7 replies
  • 2748 views
Sorry if this is a duplicate idea... We often need to look at a lead's activity history when working with tasks relating to the person. It would be great to be able to link directly to the Marketo record directly from within SFDC.

    7 replies

    K
    kh-lschutte
    New Participant
    February 7, 2020
    No text available
    C
    Cheral_JansenAuthor
    New Participant
    June 20, 2014
    Edward is correct. the "View in Marketo" is read-only and you don't need a Marketo seat. 
    Edward_Masson
    Edward_Masson
    New Participant
    June 20, 2014
    Don't believe so, its a read only view.
    A
    Anonymous
    June 20, 2014
    Hello,

    Does the sales person need to have a Marketo account to be able to "View in Marketo"?

    Cheers,

    Kara
    C
    Cheral_JansenAuthor
    New Participant
    February 19, 2014
    Thanks both of you. I'll make sure we get that installed :)
    Kenny_Elkington
    Kenny_Elkington
    New Participant
    February 18, 2014
    Hey Cheral,

    This is already available.  There is a field installed by the MLM package called 'View In Marketo'  Add this to the page layout where you want it and your users can access Marketo records.
    Edward_Masson
    Edward_Masson
    New Participant
    February 18, 2014
    You can, your SFDC admin needs to add the field to the lead/contact object view. So it becomes visible when looking at a lead or contact record.
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