Use any lookup field containing user info to assign tasks created from Marketo into SFDC | Community
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Grégoire_Miche2
Grégoire_Miche2
Level 10
March 29, 2016
New

Use any lookup field containing user info to assign tasks created from Marketo into SFDC

  • March 29, 2016
  • 2 replies
  • 1561 views

When creating a task in Marketo, we can only assign it to a specific user or to the lead owner.

We should be able to use any lookup field from SFDC that contains a user ID (so any SFDC lookup(user) field) to set the task, be that field on lead, contact or account.

-Greg

    2 replies

    A
    Anonymous
    November 3, 2016

    Hi Greg,

    How do you currently get around this? We are currently grappling with this too.

    - Erica

    Grégoire_Miche2
    Grégoire_Miche2Author
    Level 10
    November 3, 2016

    Hi Erica,

    Unfortunately, the only workarounds are not really elegant nor convenient:

    Very long change owner or sync to SFDC flow steps with tens of choices "if field [New Owner Name] is [JOhn Doe] assign to [John Doe]"

    Or in SFDC, using assignment rules and a trigger to force assignmetn rules to execute on lead update ( )

    -Greg

    A
    Anonymous
    November 4, 2016

    Hi Greg,

    That was what I thought but was hoping you had some magic . We have a big turnover of Inside Sales staff and I didn't want to hard-code their names as it will be a maintenance nightmare. Ugh.

    - Erica

    K
    kh-lschutte
    February 6, 2020
    No text available
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