Re: Able to pull in Owner Group and Roles from SFDC?

Geoff_Krajeski1
Level 10 - Champion Alumni

Able to pull in Owner Group and Roles from SFDC?

Is it possible to pull into a lead the "Owner Group" that the Lead Owner belongs to in SFDC?

Likewise, is it possible to pull into a lead the "Role" that the Lead Owner is attributed in SFDC?

2 REPLIES 2
Geoff_Krajeski1
Level 10 - Champion Alumni

Re: Able to pull in Owner Group and Roles from SFDC?

Well, I found Owner Group under Lead Attributes, but have not found Role info yet....

Josh_Hill13
Level 10 - Champion Alumni

Re: Able to pull in Owner Group and Roles from SFDC?

One way is to use SFDC's formula/apex to populate a separate field called Lead Owner Role.  The standard setup won't show all of the User information.