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Suhail_EK
Suhail_EK
Level 2
July 31, 2019
Question

Multiple Sales Owner in Salesforce

  • July 31, 2019
  • 2 replies
  • 6876 views

We have multiple sales owners for a single contact record based on our Line of Business. Many of these contacts have three sales owners as those are part of all three Line of Business (one for each LOB).


As we would like to send personalized emails using different Salesforce Owner from Marketo, we would like to push all these Sales owner fields information to Marketo without creating multiple custom fields in Salesforce.

 

Any suggestion is appreciated.

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    2 replies

    Ellie_Lewis3
    Ellie_Lewis3
    Level 2
    July 31, 2019

    Hi Suhail,

    How are you currently capturing all of the sales owners in Salesforce? Or are you not doing that yet and you're looking for advice on how to proceed?

    One thing to keep in mind is Marketo will need to be able to distinguish which sales owner's name should be pulled into which emails. My initial thought is having a separate field field for each LOB's sales owner on the contact record would set you up to use tokens in your emails to pull the correct sales owner's name for the correct LOB. Are you using segments or partitions for your LOB's?

    Suhail_EK
    Suhail_EKAuthor
    Level 2
    August 5, 2019
    Hi Ellie,


    Thanks for your response.

    We have a lookup field created in Salesforce to store multiple sales owner information. Since it is a lookup field, Marketo can only sync the Salesforce ID's. In this case, we need to create a custom text field in Salesforce to copy the text value from the Owner Lookup field. However, to capture all the standard field information such as (Sales Owner First Name, Sales Owner Last Name, Sales Owner Title, Sales Owner Phone Number,Sales Owner Email Address) and to send personalized emails in Marketo with different Sales Owners, we need to create multiple custom fields in Salesforce. Since our records are tagged with more than 3 Sales Owners in Salesforce, we don't want to end up creating 15 to 20 custom fields to sync these information to Marketo.

    So we would like to know how to proceed further on this!
    Michael_Florin-2
    Michael_Florin-2
    Level 10
    August 13, 2019

    Let's throw two ideas out there which we are both using:

    1. This is a one-to-many relationship. One Marketo record - more than one owner. If you don't want to create x number of fields in both Salesforce and Marketo, you could load all Salesforce users - the potential owners - into a Marketo Custom Object and tie these objects to your lead database. 

    We have a similar situation, but we store our owners in a Salesforce Custom Object already and then sync this Salesforce object to a Marketo Custom Object using a connector platform. (Vertify right now, but we have done this with Scribe in the past as well).

    2. Store your owner names, phone, title... in an Email Script Token and populate variables based on the SFDC ID (which you have in Marketo, right?). This would look something like this:

    ## Set default values
    #set($name = "First Last")
    #set($title = "Title")
    #set($phone = "Phone")
    #set($email = "first.last@acme.com")
    ##lookup rep
    #if (${lead.Lead_Owner__c} == "0051B00000CtH2CQAV")
    #set($name = "Michael Florin")
    #set($title = "Marketing Automation Architect")
    #set($phone = "004972100000")
    #set($email = "michael.florin@acme.com")
    #end
    ## Print the signature
    <b>${name}</b><br>
    <i>${title}</i><br>
    ${phone}<br>
    ${email}‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍

    Mind that if you go with 1) you'd also need an email script to populate name, title, phone from the Marketo Custom Object into your email.

      Ellie_Lewis3
      Ellie_Lewis3
      Level 2
      August 13, 2019

      @Michael Florin‌ - this is pretty rad! I was wondering if scripting tokens could sort this out   You mentioned setting up the scripting token to populate off of the SFDC ID, how do you go about identifying/populating the correct rep's ID? 

      Michael_Florin-2
      Michael_Florin-2
      Level 10
      August 13, 2019

      Hi Ellie,

      l suppose you're syncing the owner(s) into Marketo, right? And the value that Salesforce syncs down is the 18-char SFDC ID. So that's why this line in the script works:

      #if (${lead.Lead_Owner__c} == "0051B00000CtH2CQAV")

      ("Lead_Owner__c" is the API name of SFDC's Lead Owner field in my instance.)

      And the rest - I'm sorry to say - is manual work. Have an excel file with the columns 

      SFDC ID (18 char) | First | Last | Title | Phone | Email 

      and transfer that into Velocity.

      Yes, I know, that's not a scalable solution and you'll have a hard time if you have 100 reps. But I suppose Suhail's use case won't have that many reps by LOB, and your email sends (and with that your script tokens) will always be LOB specific.

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