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A
Anonymous
November 4, 2014
Question

Sales Insight Tokens

  • November 4, 2014
  • 1 reply
  • 1697 views
Is there a token I can use in Sales Insight templates that will pull the rep's contact info of the Sales Insight User?  If not, what would you recommend?  Lead or Account Owner?  The only thing is that the Lead Owner is not always populated in SFDC.  Any help is appreciated.

Thanks,
Sherin
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1 reply

Josh_Hill13
Josh_Hill13
Level 10
November 5, 2014
{{lead.Lead Owner Email Address}}

look for the field in the token dialog. You can add defaults in case the SFDC User info is empty. I'd make sure your Users all have their details.
Patrick_Cava2
Patrick_Cava2
Level 3
June 18, 2015

is there a way to populate the sfdc user info instead of lead or account owner? let's say an AE owns the account and the lead, but we have others marketing to them?

A
AlokRa4
Level 10
June 19, 2015

I understand there are instances like you mentioned but I don't think Marketo allows us to pick SFDC user info. We can only pick lead owner or account owner info.     

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