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Pull email/phone number/etc from SFDC Account Team

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Anonymous
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Pull email/phone number/etc from SFDC Account Team

Hi,

I'm not sure exactly what to do here, but I'm trying to pull email / phone # / etc. as a token in Marketo via the Account Team in SalesForce. 

I previously asked this question, and was told a "Custom Object" can not be pulled if it links Accounts/Users in SalesForce.

However, "Account Team" is a native SalesForce object.  I was just curious what would need to be done (if it's even possible) on the Marketo and/or SalesForce side to see the following information in the tokens:

Account -->  Account Team --> Email/Phone/Extension/Name/etc...  

Any help would be greatly appreciated!

Thanks,

Eric

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Re: Pull email/phone number/etc from SFDC Account Team

A really good workaround for this issue is to create a segementation of your account teams. Then, you can use snippets and dynamic content as a workaround to pull in the necessary information and/or use it as signatures/wherever applicable.

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Re: Pull email/phone number/etc from SFDC Account Team

A really good workaround for this issue is to create a segementation of your account teams. Then, you can use snippets and dynamic content as a workaround to pull in the necessary information and/or use it as signatures/wherever applicable.

View solution in original post

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Anonymous
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Re: Pull email/phone number/etc from SFDC Account Team

Thank you!  This is going to work.