AnsweredAssumed Answered

Extended SFDC Account Team - Personalization Options

Question asked by Ryan Miller on Feb 19, 2016
Latest reply on Feb 19, 2016 by Kristen Malkovich

Hello Marketo Community.

 

I would like to get feedback from others who may have a similar situation related to Account structure. Our Marketo instance is sync’d with SFDC.  The Account object has an owner that is visible in Marketo and can be used as a token for personalization.  The Account Owner is responsible for the account relationship.  However, each account has a team of 8 individuals who specialize in sales for various products.  These team members come across in Marketo as the user id from SFDC(not good for personalization).  Since our marketers want to send personalized messages from these sales specialists, we have a problem to solve.

 

One attempt to resolve, we built custom text fields on the Account object to hold what amounts to signature information (name, email, etc). We had a workflow rule and field update in place to keep the text fields current.  This worked well until we exceeded the limit of object references on the Account(SFDC limitation).  It also did not account for changes to the User object, only changes on the Account.

 

A second attempt was to create a custom ‘Marketo Account Team’ object in SFDC.  This proved successful, however there is a good deal of code to keep the object current.  Not to mention a great deal of data replication since every account would need at least 8 records on the custom object that already appear on the Account.

 

Another attempt was to utilize email scripting to convert the user id to a name.  However, this seems risky as it puts a good deal of administrative work in Marketo and has a risk of personnel updates not being communicated.

 

Have others ran into this issue?  What other creative solutions exist?  I’m curious what is in place within the integration that converts the account owner to a name value, while the sales specialists fields come across as ID’s? Can this be replicated?


Thanks!

Ryan

Outcomes