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A
Anonymous
November 18, 2015
Question

Populate Account Name in Salesforce Task

  • November 18, 2015
  • 1 reply
  • 1839 views

When Marketo creates a task in Salesforce, it populates the Name (WhoID) with the Lead or Contact name.  It does not populate the Account Name in the Related To (WhatID) field.  Does anyone know if there's a way to have Marketo populate the account name if the task is associated with a contact?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
November 18, 2015

you can use the {{company.Name}} token.

A
Anonymous
November 18, 2015

Josh, a Salesforce task can be related to a Person and/or a Company.  Marketo only populates the Person (see screen shot below).  it does not populate the Company in the Related To field.  I'm aware that the {{company.Name}} token exists, but I don't understand where I would put the token to populate the Related To field in the task, per the screen shot below.

Grégoire_Miche2
Grégoire_Miche2
Level 10
November 18, 2015

Hi Brian Vass,

Vote here :

It it were possible, passing accounts would be tricky, though, as you would have to pass the account ID, not the account name.

The alternative is to insert the account ID in the task comments, then use an SFDC trigger to detect the ID and fill out the link field.

-Greg

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