Assigning Marketo Tasks | Community
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stephbboggs
Level 1
February 7, 2020
Question

Assigning Marketo Tasks

  • February 7, 2020
  • 3 replies
  • 2887 views

Hello!

 

Based on Lead/Contact activity in Marketo, we have Salesforce Tasks being created and assigned to the Contact Owner (standard Salesforce field).

 

We'd prefer it be more dynamic to where it assigns to the Contacts related Account ADC (custom User lookup on Account), or, if ADC is blank, the Account Owner (standard Account field). We currently have a Process Builder in Salesforce that reassigns the Contact Owner based on updates to these fields on the Accounts, but in cases where we have A LOT of contacts on certain Accounts, it errors due to the process taking too long. 

 

Is there any way the Task can be dynamically assigned in Marketo rather than having to use the Salesforce workaround?

 

I did a search in the community of "assigning tasks" (https://nation.marketo.com/t5/custom/page/page-id/GlobalSearch#q=assigning%20tasks&sort=relevancy) and only saw posts from 3+ years ago so I'm hoping there has been an update?

 

Thanks!

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3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
February 7, 2020

As it's an SFDC Task, it needs to be assigned before being mirrored in Mkto.

 

Seems like somebody needs to write some optimized Apex to replace the PB...

SanfordWhiteman
SanfordWhiteman
Level 10
February 7, 2020

Actually this is in the wrong space. Community Qs should be in the Products space, not here.

Shashank_Sharm1
Shashank_Sharm1
Level 2
February 7, 2020

If you have the Account ADC field synced to Marketo, you may consider using the SF APIs for creating custom task via Marketo webhooks rather than using the standard create task flow step. Here's a link to refer the API: developer.salesforce.com/docs/api-explorer/sobject/Task

 

 

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