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gkrajeski
Level 10
May 26, 2016
Question

Able to pull in Owner Group and Roles from SFDC?

  • May 26, 2016
  • 1 reply
  • 1558 views

Is it possible to pull into a lead the "Owner Group" that the Lead Owner belongs to in SFDC?

Likewise, is it possible to pull into a lead the "Role" that the Lead Owner is attributed in SFDC?

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1 reply

gkrajeski
gkrajeskiAuthor
Level 10
May 26, 2016

Well, I found Owner Group under Lead Attributes, but have not found Role info yet....

Josh_Hill13
Level 10
May 26, 2016

One way is to use SFDC's formula/apex to populate a separate field called Lead Owner Role.  The standard setup won't show all of the User information.