Use any lookup field containing user info to assign tasks created from Marketo into SFDC

[Grégoire_Miche2]

When creating a task in Marketo, we can only assign it to a specific user or to the lead owner.

We should be able to use any lookup field from SFDC that contains a user ID (so any SFDC lookup(user) field) to set the task, be that field on lead, contact or account.

-Greg

[Anonymous]

Hi Greg,

How do you currently get around this? We are currently grappling with this too.

- Erica

[Grégoire_Miche2]

Hi Erica,

Unfortunately, the only workarounds are not really elegant nor convenient:

Very long change owner or sync to SFDC flow steps with tens of choices "if field [New Owner Name] is [JOhn Doe] assign to [John Doe]"

Or in SFDC, using assignment rules and a trigger to force assignmetn rules to execute on lead update ( )

-Greg

[Anonymous]

Hi Greg,

That was what I thought but was hoping you had some magic . We have a big turnover of Inside Sales staff and I didn't want to hard-code their names as it will be a maintenance nightmare. Ugh.

- Erica