Creating SF tasks in Marketo and changing the account owner setup

Anonymous
Not applicable

Creating SF tasks in Marketo and changing the account owner setup

When creating SF Task notifications in the Flow setup, are we able to not have just one account owner appointed to receive the task?  As I would prefer the SF task notification to go to the specific account owner and not just have 1x account person appointed to receive all? Thanks your help is appreciated!

3 REPLIES 3
Anonymous
Not applicable

Re: Creating SF tasks in Marketo and changing the account owner setup

Hi Marianne


If you select --Assign to Lead Owner-- as below, the task will be assigned to the Lead Owner (if its a Lead), or the Contact Owner (if its a contact). so assuming that your Account Owner and Contact Owners match, this should ensure that the right person is assigned the task.

Hope that helps

Bronwen

Screen Shot 2015-09-09 at 9.42.48 am.png

Anonymous
Not applicable

Re: Creating SF tasks in Marketo and changing the account owner setup

Thanks for that Bronwen!  Ok great.  I see that there is only the option to 'Assign to Lead Owner' and not 'Account Owner.'

Thanks that helps!

Josh_Hill13
Level 10 - Champion Alumni

Re: Creating SF tasks in Marketo and changing the account owner setup

Yes, this is a common question. If you do a search for it, there may be some options. In general, Marketo does not work with Account Owner.