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A
Anonymous
April 4, 2014
Question

Emailing From Salesforce account team members

  • April 4, 2014
  • 3 replies
  • 1435 views
In setting up a campaign, I can see that I can choose who the email is coming from, but I can set it to the account owner, or the contact owner.  In this case, I'd like to send on behalf of the account team member where teh role is "Sales"

How would I do that?
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3 replies

A
Anonymous
April 4, 2014
Unless I don't understand the question you would use the account owner email as the from address {{company.Account Owner Email Address}} and then also use the token for their name. - Jeff
A
Anonymous
April 4, 2014
Thanks Jeff, but in this case, we have the account owner as Albert, and we have an account team member role of Sales and that's Bob and an acount team member role of service as Charlie...  We want to send it from the sales role, but I don't see anyway to do this.
A
Anonymous
April 4, 2014
As far as I can tell, Marketo can't pull from the Team member roles. One work-around is creating a custom look-up field on the record itself that will have the sales user in it - and which you can reference in an email.
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