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.
Solved! Go to Solution.
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!