Alternative Assignment Options for Tasks?

[Anonymous]

Hello!

We're attempting to create Tasks for our Sales team based on high-value interesting moments from our leads.  However, our business structure is so that a Lead does not have an actual owner, but instead Sales reps are assigned per portfolio (4 per Account level).

Is there a way, similar to sending an Alert to "other recipients", to assign based on a Token value?

[Josh_Hill13]

You could assign to Account Owner. 

You could also create some sort of email alias that goes to everyone in that group.

I don't think you can use a token in the Task assignment field. You could try.

Another way might be to set a flag that triggers Apex code to create the proper task.

[Anonymous]

Thanks Josh-

We don't have single Account Owners either based on our Sales model.  We literally have custom SFDC fields for 4 different Rep portfolios.  These fields are mapped to Marketo, so for Alerts, we just pull in the Token.

It makes for very messy routing as far as Marketo.

Could you provide any more detail on how I could try Apex code?