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A
Anonymous
May 9, 2013
Question

Sync with Salesforce User table?

  • May 9, 2013
  • 2 replies
  • 1572 views
Can we bring over Salesforce user info/objects? We'd like to create tokens based on users in SF rather than lead owner or account owner (as is doesnt always apply for us). In addition, I'd like to segment off of 'owner role' which is associated to the SF user object.

Thanks!
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
May 9, 2013
You can read Objects and make tokens on them.
Jep_Castelein2
Jep_Castelein2
Level 10
May 10, 2013
Create a workflow in SFDC to push the relevant data to custom fields on the Lead/Contact Objects. You can use those fields as tokens.

Marketo does sync the User object, but - as you mentioned - it is only exposed as lead owner/ account owner (name, email, phone) and no customization is possible. 

Jep
A
Anonymous
May 28, 2015

Hey Jep,

Thanks for your comments - I found them helpful.

If we use the fields as tokens, how can we be sure that if a user's role in SFDC changes, that the change would also occur in Marketo?

Is this something that the SFDC workflow would have to handle? Also, would the SFDC workflow have to be an Apex trigger?

Jep_Castelein2
Jep_Castelein2
Level 10
May 28, 2015

Yes and yes, the workflow would take care of that. I think a workflow should be easiest, but you may need an Apex trigger if it turns out to be too complex for a workflow.

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