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Re: Creating a task in Marketo for multiple users

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Prinu_George
Level 3

Creating a task in Marketo for multiple users

Whenever there is a new inquiry on our website form, i have created task based on the country and lead owner. I would now like to create the same new task for multiple sales guys, so that all of them see the tasks window when they log in to Salesforce. As a work around, I have been doing email alerts for the additional sales guys. 

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Is there a way to actually create tasks in Marketo for multiple users? Any suggestions on this would be really helpful. 

Thanks in advance!

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Josh_Hill13
Level 10 - Champion Alumni

Re: Creating a task in Marketo for multiple users

No, there is not. You can assign a Task to a single user.

Are these leads owned by an actual person User or a Lead Queue?

You could additionally try to trigger a multiple Task assignment in SFDC but you have to do this with SFDC Apex code.

Marketo can send a Sales Alert (email) to multiple people.
 

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Josh_Hill13
Level 10 - Champion Alumni

Re: Creating a task in Marketo for multiple users

No, there is not. You can assign a Task to a single user.

Are these leads owned by an actual person User or a Lead Queue?

You could additionally try to trigger a multiple Task assignment in SFDC but you have to do this with SFDC Apex code.

Marketo can send a Sales Alert (email) to multiple people.