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A
Anonymous
April 7, 2015
Question

Send email from Salesforce account team member

  • April 7, 2015
  • 3 replies
  • 1651 views
We have a need to send emails from a member of the Account Team in Salesforce.com.  I've seen a lot of discussion around Account Teams but I haven't found a conclusive answer.

Here's the use case:  Each client account is owned by a sales person.  Each client account has an Account Team that includes an implementation specialist, support specialist, etc.  We have a need to send emails via Marketo to our clients from the implementation & support specialists.

Is this possible in Marketo through some type of integration?

Thanks
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3 replies

Josh_Hill13
Josh_Hill13
Level 10
April 7, 2015
You would need to break these down into Segments or Smart Lists where you say:

If Member of Smart List IN Account Team 1, the Send Alert to "X, Y, Z"

so this would require some manual changes if a Team changed.

It might be possible to work with Custom Objects to do this, but unless you have this running already, it would be expensive to build.
A
Anonymous
April 7, 2015
Thanks, Josh.  The issue is that Salesforce Account Teams do not sync with Marketo by default.  So I cannot even access the Account Team members today in Marketo.
A
Anonymous
April 8, 2015
We had the same challenge and had to build a solution in SFDC using Apex. Essentially we added to the contact record fields that map to the account team and then a weekly batch job that updates those fields on the contact record (since you can't have triggers in SFDC on the account team member object). By having them on the contact's record and then exposing them to Marketo they can be utilized as tokens.
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