Assign Task to SFDC Account Owner

Forum|Forum|11 years ago
July 16, 2014
1 reactie
3139 Bekeken

Is there a way to assign a task to the Account owner instead of the Contact owner when the SFDC type is Contact?

Marketo

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Josh_Hill13

Level 10

No, that is not an option available. You can filter on Account Owner, but since Marketo doesn't write to that object, there is nothing you can do to it.

Now, you might be able to do this in SFDC: create a new field like "Account Owner Name" on Contact and transfer the actual Account Owner info into that using a formula field. Then you may be able to reference this as a token like

{{lead.Account Owner Name}} and try inserting that in the Task or at least use the Sales Alert option.

Susana_Moreira1

Level 2

Hi there, since this questions was submitted 4 years ago, has there been any updates to creating a task for the account owner? In regards to the creating a formula field in SFDC and then creating a task for the account owner, I'm not sure how that would logistically be assigned to the account owner vs the contact owner under the account.