SOLVED

Account Owner Phone and Title as a Token

Go to solution
Highlighted
Anonymous
Not applicable

Account Owner Phone and Title as a Token

I'm trying to create an email signature based off Account Owner information, but can't figure out how to create a token (custom variable) to pull that data.


Signature I'm looking for (Bolded tokens are what I'm trying to create)

{{company.Account Owner First Name}} {{company.Account Owner Last Name}}
{{company.Account Owner Title}
{{company.Account Owner Email Address}}
{{company.Account Owner Phone Number}}

I read this article, but am not sure how to implement, or if there is now a better way:

https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PcBLAA0

Thoughts?

Tags (1)
1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted

Re: Account Owner Phone and Title as a Token

Hi Brian,

In SFDC you have to create formula fields on Account object.

In SFDC you to click on Setup-> Customize -> Account  -> New field type will be formula.

All the field you mentioned above are standard field except title and phone.

Formula will be : $User.Phone
Same way you can create formula field on account for "Job Title".

Once formula field sync back to marketo , You can use token as you mentionin Marketo.

View solution in original post

4 REPLIES 4
Highlighted
Level 10 - Champion Alumni

Re: Account Owner Phone and Title as a Token

Brian,

The article you referenced requires you to build out the fields and populate them in SFDC first. If you aren't sure how to do that, contact an SFDC Admin or SFDC Developer.
Highlighted

Re: Account Owner Phone and Title as a Token

Hi Brian,

In SFDC you have to create formula fields on Account object.

In SFDC you to click on Setup-> Customize -> Account  -> New field type will be formula.

All the field you mentioned above are standard field except title and phone.

Formula will be : $User.Phone
Same way you can create formula field on account for "Job Title".

Once formula field sync back to marketo , You can use token as you mentionin Marketo.

View solution in original post

Highlighted
Marketo Employee

Re: Account Owner Phone and Title as a Token

Hi Brian,

You can also achieve this via email scripting: http://developers.marketo.com/documentation/email-scripting/
Highlighted
Anonymous
Not applicable

Re: Account Owner Phone and Title as a Token

Hi Brian,

I reached your post as I was trying to achieve the same. However the solution posted here does not work for me. On the Salesforce side it looks fine the new custom field (Account Owner Title) takes the value of the logged in User. However, When I try to send a template with MSI (Marketo Sales Insight) it takes the logged in user as "Marketo Interface" - API user through which Salesforce and Marketo communicate

Did you get it correct. If yes, could you share you experience with me to resolve it at my end

Thanks,

Menaka