Pull email/phone number/etc from SFDC Account Team | Community
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A
Anonymous
April 20, 2015
Solved

Pull email/phone number/etc from SFDC Account Team

  • April 20, 2015
  • 2 replies
  • 1673 views

Hi,

I'm not sure exactly what to do here, but I'm trying to pull email / phone # / etc. as a token in Marketo via the Account Team in SalesForce. 

I previously asked this question, and was told a "Custom Object" can not be pulled if it links Accounts/Users in SalesForce.

However, "Account Team" is a native SalesForce object.  I was just curious what would need to be done (if it's even possible) on the Marketo and/or SalesForce side to see the following information in the tokens:

Account -->  Account Team --> Email/Phone/Extension/Name/etc...  

Any help would be greatly appreciated!

Thanks,

Eric

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Best answer by Kristen_Malkov1
A really good workaround for this issue is to create a segementation of your account teams. Then, you can use snippets and dynamic content as a workaround to pull in the necessary information and/or use it as signatures/wherever applicable.

2 replies

Kristen_Malkov1
Kristen_Malkov1Accepted solution
Level 7
April 20, 2015
A really good workaround for this issue is to create a segementation of your account teams. Then, you can use snippets and dynamic content as a workaround to pull in the necessary information and/or use it as signatures/wherever applicable.
A
Anonymous
April 23, 2015
Thank you!  This is going to work.  
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