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Add CC in Create Task action

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Add CC in Create Task action

Hello!

I have a question whether is there any solution that allows to CC person when creating task without necessity to create a separate Task?

Thanks,

Kacper

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Level 7 - Champion Alumni

Re: Add CC in Create Task action

Tasks can only be assigned to one person in Salesforce - that field you are trying to change (or add a token to) is the task assignment field, not the notification field. Marketo doesn't send a notification to the person in that field - but Salesforce might be.

If you don't want to use Send Alert as suggested above (which is really the best option here as it's not difficult to set up a simple email alert asset) you could set up a notification engine in Salesforce that notifies someone else other than the Sales Owner when the task is assigned.

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Re: Add CC in Create Task action

Hi Kacper,

While the task creation doesn't offer an option to cc someone, you could use the 'Send Alert' flow step in addition to the task creation and notify the Sales Owner and additional interested parties through there. You can set up the alert to include the same info you would get in the task notification email (as you need to draft the email used for the Alert) and you could set 'notify' to false in the task creation flow step so that the Sales rep would only get one email (and the task in SFDC).

Hope this helps, I've included a screenshot of the set up for your reference.

pastedImage_0.png

Regards,

Alexia

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Re: Add CC in Create Task action

Hi Alexia,

Thanks for your reply however, what we are seeking is to keep it all within one Create Task step so we do not have to add additional steps or create new assets.

Do you know maybe if it would be possible to add token in Owner field next to previously selected Owner?

pastedImage_1.png

Thanks,

Kacper

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Re: Add CC in Create Task action

Hi Kacper,

Do you know maybe if it would be possible to add token in Owner field next

to previously selected Owner?

Unfortunately that isn't possible at the moment, as you can only select 1

person for the task and notification.

Kind Regards,

Alexia

On Tue, Feb 5, 2019 at 3:05 PM Kacper Gawlik <marketingnation@marketo.com>

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Level 7 - Champion Alumni

Re: Add CC in Create Task action

Tasks can only be assigned to one person in Salesforce - that field you are trying to change (or add a token to) is the task assignment field, not the notification field. Marketo doesn't send a notification to the person in that field - but Salesforce might be.

If you don't want to use Send Alert as suggested above (which is really the best option here as it's not difficult to set up a simple email alert asset) you could set up a notification engine in Salesforce that notifies someone else other than the Sales Owner when the task is assigned.

View solution in original post

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Re: Add CC in Create Task action

Hi All,

Thanks so much for your help and insight on this. We used Send Alert option eventually, so thank you for your suggestion.

Kacper