Salesforce Account Team Tokens

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Salesforce Account Team Tokens

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 Comments
Anonymous
Not applicable

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.

Anonymous
Not applicable

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.

Community Manager
Status changed to: Open Ideas