Hi there,
I wanted to check if anyone has experience with reading data from the user object in Salesforce?
I'm trying to create a global lead assignment, routing rules, and task creation within Marketo. Thus, I'm looking to create a Smart campaign to listen to our form-fillups and assign leads based on the below criteria:
1. Person fills a form or comes through Web-service APIs.
2. If it is an existing Lead/Contact check if the current Sales Owner is active or inactive.
3. If the Sales Owner is active then re-open the lead. If the Sales owner is inactive then assign the lead to a sales queue.
Thus, I wanted to check if there is a way to read user objects from Salesforce to determine which lead assignment rules need to be activated.
Thanks,
Solved! Go to Solution.
I was able to find this post on trailblazer community : https://success.salesforce.com/answers?id=90630000000gtc7AAA
Hi Malay,
There’s an 'active' flag on the user page. It's likely not default synced to Marketo. Its a formula field that pulls the user 'isactive' flag as User fields aren't actually synced to Marketo. Have your sfdc admin create a formula field for "Owner.IsActive" and then you can sync that field to Marketo to see if the Lead Owner is active or not in marketo. Hope this helps!
I was able to find this post on trailblazer community : https://success.salesforce.com/answers?id=90630000000gtc7AAA