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A
Anonymous
September 8, 2015
Question

Creating SF tasks in Marketo and changing the account owner setup

  • September 8, 2015
  • 1 reply
  • 1187 views

When creating SF Task notifications in the Flow setup, are we able to not have just one account owner appointed to receive the task?  As I would prefer the SF task notification to go to the specific account owner and not just have 1x account person appointed to receive all? Thanks your help is appreciated!

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1 reply

A
Anonymous
September 8, 2015

Hi Marianne


If you select --Assign to Lead Owner-- as below, the task will be assigned to the Lead Owner (if its a Lead), or the Contact Owner (if its a contact). so assuming that your Account Owner and Contact Owners match, this should ensure that the right person is assigned the task.

Hope that helps

Bronwen

A
Anonymous
September 9, 2015

Thanks for that Bronwen!  Ok great.  I see that there is only the option to 'Assign to Lead Owner' and not 'Account Owner.'

Thanks that helps!

Josh_Hill13
Josh_Hill13
Level 10
September 9, 2015

Yes, this is a common question. If you do a search for it, there may be some options. In general, Marketo does not work with Account Owner.

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