Who among us hasn’t looked up a Lead or Contact in SFDC while checking the corresponding person in Marketo? Ridiculously common for me, and even if it’s not exactly hard, there’s no one-click way to do it. Until now.
Just go to the SFDC Bookmarklet Maker and enter your SFDC “My Domain” in the top field:
The checkbox means each SFDC Lead/Contact opens in a new tab, instead of having a single SFDC tab that gets continually replaced (the default).
You can optionally change the title of the bookmarklet before dragging it. Click the pencil (🖉) to edit and the check (✓) to save:
Then drag the link to your Bookmarks bar:
Presto! Now, whenever you’re viewing a record in the Marketo Lead UI, clicking the bookmarklet takes you to the corresponding SFDC record.
Required: SFDC ID on your custom tab
There is one prerequisite: the SFDC ID field needs to be somewhere on your Custom tab (the exact position doesn’t matter). Check that in Admin » Field Management » Custom Layout Designer:
