Specifying what account a token pulls from with a one-to-many contact to account relationship. | Community
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b_lee_popmenu
Level 2
May 19, 2023
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Specifying what account a token pulls from with a one-to-many contact to account relationship.

  • May 19, 2023
  • 1 reply
  • 3717 views

Hello! We use Marketo + SFDC and our SF contacts can have a one-to-many-relationship with accounts. This causes problems when adding account-based email tokens as it will only pull fields from the primary account related to the contact, not the account that qualifies for the smart list filters. This is understandable behavior but I am not sure how to get past it.

 

Is there a way to tell Marketo to pull the token from a field on the object that caused someone to qualify for the smart list? I've used the $TriggerObject reference before but obviously that won't work for batch campaigns. Is there something similar for batch sends?

 

An example: A contact in Salesforce may own 3 restaurants, have the same role at all three, and therefore be related to all three accounts. Let's say one of those is an Italian restaurant. So when we are trying to segment emails, if we only want to send to contacts with restaurants that serve Italian food and pull that account name in as a token, if that contact's primary relationship is with the restaurant that serves Sushi, the wrong name will be pulled in. 

 

Any advice is much appreciated as this is a common issue for us!

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Best answer by SanfordWhiteman

Unfortunately, you won’t be able to reference fields on secondary Accounts. You’d have to use a custom junction object in SFDC, rather than the built-in SFDC feature(s), for this.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
May 19, 2023

Unfortunately, you won’t be able to reference fields on secondary Accounts. You’d have to use a custom junction object in SFDC, rather than the built-in SFDC feature(s), for this.

b_lee_popmenu
Level 2
May 19, 2023

Got it, thanks for the quick reply Sanford!