AnsweredAssumed Answered

Contact owner match Account Owner in SFDC

Question asked by Amber Hobson Champion on Feb 26, 2013
Latest reply on Feb 26, 2013 by Amber Hobson
Hey all! I tried looking for a way to easily keep this data clean in Salesforce, but I'm having difficulties with it. It seems when leads are converted or even with the way our admin does territory changes in Salesforce, the contact owner does not automatically update to match the account owner. Is there a way to set up triggers within Marketo to keep these in sync? With the way our database works, we would never have it where a contact owner is not the same as an account owner.

The reason we need to make sure this happens is because we want to have Marketo automatically log a task in Salesforce that is assigned to the sales rep when certain activities happen. The problem is with the create a SFDC task, I only have the option to assign it to the lead owner (contact owner), and not the account owner. 

If there's some way to fix my problems, I much appreciate it!

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