Sync with Salesforce User table?

[Anonymous]

Can we bring over Salesforce user info/objects? We'd like to create tokens based on users in SF rather than lead owner or account owner (as is doesnt always apply for us). In addition, I'd like to segment off of 'owner role' which is associated to the SF user object.

Thanks!

[Josh_Hill13]

You can read Objects and make tokens on them.

[Jep_Castelein2]

Create a workflow in SFDC to push the relevant data to custom fields on the Lead/Contact Objects. You can use those fields as tokens.

Marketo does sync the User object, but - as you mentioned - it is only exposed as lead owner/ account owner (name, email, phone) and no customization is possible. 

Jep

[Anonymous]

Hey Jep,

Thanks for your comments - I found them helpful.

If we use the fields as tokens, how can we be sure that if a user's role in SFDC changes, that the change would also occur in Marketo?

Is this something that the SFDC workflow would have to handle? Also, would the SFDC workflow have to be an Apex trigger?

[Jep_Castelein2]

Yes and yes, the workflow would take care of that. I think a workflow should be easiest, but you may need an Apex trigger if it turns out to be too complex for a workflow.