Our company has 3 divisions, each with sales reps who could all own contacts/leads in SFDC. Would it make sense to set up fields in Marketo for Division A Owner Name and Email, Division B Owner Name and Email, and Division C owner name and email? Then we could designate email from name and email as those fields using tokens?
For example, Say I'm a lead in Marketo. Division A sales rep is Sally, Division B sales rep is Mark, and Division C sales rep is Bruce. Marketing sets up a Marketo campaign with Division A Messaging so emails would need to come from Sally, the Division A sales rep. Would my proposed solution accomplish this?
I don't necessarily need to the SFDC lead/contact owner to change. I just want the email to come from the appropriate rep.
Please let me know if you have any advice. Thanks in advance!
Hi AMy,
Yes this makes sense. Pay attention tough on how you implement it in SFDC. 2 possibilities here :
A third solution is available that mixes both approaches plus a trigger, but it might be an overkill in this case.
-Greg
Expanding on Greg's thought; always go for a Single Source Of The Truth. You don't want to lead owner information in Salesforce AND in Marketo. What happens when someone leaves the company and Marketo is not updated?