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Re: SFDC User Object Access to Marketo

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Malay_Chakrabo1
Level 2

SFDC User Object Access to Marketo

Hi there, 

 

I wanted to check if anyone has experience with reading data from the user object in Salesforce? 

I'm trying to create a global lead assignment, routing rules, and task creation within Marketo. Thus, I'm looking to create a Smart campaign to listen to our form-fillups and assign leads based on the below criteria: 

 

1. Person fills a form or comes through Web-service APIs. 

2. If it is an existing Lead/Contact check if the current Sales Owner is active or inactive. 

3. If the Sales Owner is active then re-open the lead. If the Sales owner is inactive then assign the lead to a sales queue. 

 

Thus, I wanted to check if there is a way to read user objects from Salesforce to determine which lead assignment rules need to be activated.

 

Thanks, 

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Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: SFDC User Object Access to Marketo

I was able to find this post on trailblazer community :  https://success.salesforce.com/answers?id=90630000000gtc7AAA

 

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Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: SFDC User Object Access to Marketo

Hi Malay,

There’s an 'active' flag on the user page. It's likely not default synced to Marketo. Its a formula field that pulls the user 'isactive' flag as User fields aren't actually synced to Marketo. Have your sfdc admin create a formula field for "Owner.IsActive" and then you can sync that field to Marketo to see if the Lead Owner is active or not in marketo. Hope this helps!

 

 

Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: SFDC User Object Access to Marketo

I was able to find this post on trailblazer community :  https://success.salesforce.com/answers?id=90630000000gtc7AAA