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Ayan_Talukder
Ayan_Talukder
Level 4
February 10, 2016
Solved

Custom {{company.}} tokens?

  • February 10, 2016
  • 2 replies
  • 2966 views

Hi everyone, I'm working on a dynamic 1:1 email that will look like they are coming from the account managers. I've implemented majority of the tokens I need to get this going, but I didn't see a Account Owner Phone Number token.

Currently in the signature I have:

{{company.Account Owner First Name}} {{company.Account Owner Last Name}}

{{company.Account Owner Email Address}}

Does anyone know if there is a way to setup a company token at all or are they always pre-defined by Marketo?

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Best answer by Ayan_Talukder

Thanks everyone, this was a false alarm. I found it under the lead token:

{{lead.Lead Owner Phone Number}}.

It is populating appropriately from Salesforce. Thanks for the help everyone.

2 replies

Andy_Varshneya1
Andy_Varshneya1
Level 7
February 10, 2016

I believe you can't do that, and the workaround would be to create a lookup field on the contact object in SFDC that mirrors the phone number on the account object.

    J
    Adobe Employee
    JohnCl9Adobe Employee
    Adobe Employee
    February 10, 2016

    Keep in mind that lookup fields don't cause the System Mod Stamp to be updated so the value in that field would not sync to Marketo until some other change to the record caused the SMS field to be updated.  At that point the lookup field value would be synced along with all other fields on the record.

    John

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      February 10, 2016

      Hi Ayan,

      John is right, though in your case the problem will only occur when you change the owner's phone number, which may not occur that so often.

      If you change the owner (reassign the account to another owner), then the lookup WILL be updated.

      -Greg

        Ayan_Talukder
        Ayan_TalukderAuthorAccepted solution
        Level 4
        February 10, 2016

        Thanks everyone, this was a false alarm. I found it under the lead token:

        {{lead.Lead Owner Phone Number}}.

        It is populating appropriately from Salesforce. Thanks for the help everyone.

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