Assign Task to Sales Reps who does not own the contact

Aslihan_Ayan_Ha
Level 6

Assign Task to Sales Reps who does not own the contact

We are exploring a potential way we can assign a task to a Solution Rep based on the solution that the contact might be interested.  We have 4 different solution reps assigned to  each account.

I understand that out of the box, we can only assign tasks to Contact Owner or we need to explicitly assign to a specific SFDC user. However looking at the assignment from the Marketo side (See Below), there might be a potential way we can do this., if we can get the  “Owner Person ID”.

Task.png

This ID is different than the SFDC ID and I am not sure if Marketo has the capability to see this ID.

2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Assign Task to Sales Reps who does not own the contact

It's more like you do not have the capability to leverage that ID#.

You generally cannot assign a task outside the drop down options to Lead Owner, Account Owner.

There may be fancy ways to use an API to do this, but it's rarely worth it. Better to use Send Alert and leverage the Sent to function.

Grégoire_Miche2
Level 10

Re: Assign Task to Sales Reps who does not own the contact

Read Marketo / salesforce integration needs a serious overhaul, don't you "sync"? . Section 6 refers specifically to this.

-Greg