Improve Support for Salesforce Lookup Fields

[Anonymous]

Hi all,

We have a set of fields in SFDC for secondary account/lead owners that we would like to use in our marketing efforts moving forward. These are Lookup(User) fields set up in SFDC so we can assign certain members of our team to accounts and leads, but only the ootb Account/Lead Owner fields translate into anything usable in Marketo.

Ideally, we would like to be able to assign an Account/Lead Owner in SFDC by selecting that user, then assign a different SFDC user to the secondary owner role and use that set of fields in the same way we use existing Account owner fields. Re-assigning existing account/lead owners is not an option since we have multiple functions associated with each account/lead.

Does anyone have success creating a system like this one? Is there any chance Marketo is considering making custom Lookup fields usable within marketo (instead of displaying SFDC Id's)?

Thanks in advance!

[Anonymous]

Doug,

Agree with this. There should be a way to pull up SFDC Lookups w/o IDs, but unfortunately, IDs are the only way Marketo can identify lookups by right now.

Perhaps submit an idea in Ideas section. I'd vote for it.

[Anonymous]

As an alternative, to make it easier to use, you could have your SFDC admin create a second picklist field that holds the values of your lookup field, then create an APEX trigger that updates the lookup value based on the picklist selection shown.

Obviously, this requires a ton of thought and doesn't scale, but might work in the interim for a high visibility and oft-used field.