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Grégoire_Miche2
Level 10
January 6, 2017
New

Salesforce Account Team Tokens

  • January 6, 2017
  • 3 replies
  • 1929 views

When companies use salesforce account teams, it means that multiple persons can interact with a specific account, each of them with a different role.

It would be nice if the Marketo would generate tokens for account team member names, emails, phones, etc... these tokens would be usable for email signature and senders.

As multiple SFDC users might be involve here, we would need a syntax to designate the proper role in the team.

The tokens could have the form of {{company.accountteam.[role].email}}, {{company.accountteam.[role].lastname}} where [role] would be replaced by the actual role name.

As sometimes multiple users could have the same role on the account, the system would simply pick the first user with the role on the team.

-Greg

3 replies

January 11, 2017

I have the exact same need. We're currently running a hack to get around this with custom owner fields on each account to specify the various owners related to each company. It's imperfect since our sales ops organization maintains account teams with more diligence, making the custom owner fields less reliable.

March 7, 2017

Same here--another hack/work around (we put the fields on the contact records); we run weekly batch jobs to clear and then re-populate the fields on the contact records.

February 6, 2020
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