2 Replies Latest reply on Jul 24, 2017 12:23 PM by Chirag Agarwal

    Change data in lead owner field

    Nicol Maurer

      Prior to our switch to Salesforce, we were manually pushing in records from our CRM. If they were unowned (owned by marketing) accounts, we had logic that "assigned" these contacts to a fake sales rep--rather than have emails come from "marketing." We dynamically populate the reps' information in the emails, and any replies to unowned accounts are routed to a marketing inbox that is monitored by marketing and assigned out if necessary.

       

      Now that we are synced with Salesforce, any unowned accounts are populated with owner names and emails such as as "Marketing User," or "Data Administrator." I would prefer not to have to send my batch emails separated by owned and unowned accounts due to the filtering out of random unowned account owner information populating into the emails. And it absolutely does not work for my triggered nurture campaigns. I had tried Velocity script tokens, but the logic ended up breaking the send.

       

      Has anyone tried to change the data in the sales owner fields to a user that doesn't actually exist? I have racked my brain trying to figure out a way to do this simply.

        • Re: Change data in lead owner field
          Jim Thao

          Because of your switch, this field is now controlled by SFDC.  You need to change owners and those fields will be automatically populated with the owners information in SFDC.

          • Re: Change data in lead owner field
            Chirag Agarwal

            I think you are over-complicating this. It is always advisable to use one field to hold Account Owner and now that you have Salesforce syncing (which btw. is pretty awesome), this should be left with Salesforce to control the native Account Owner field.

             

            What you can do to get around this situation is create additional accounts on Salesforce for fake users (might be expensive) and have the emails sent out with their names (warning: not a best practice as prospects look up on the internet); or always assign the Accounts to SDRs or Sales reps and let the emails go out in their name. If there is an email which should not carry a sales person's name / email, then sending that email addressed by your company name and general sales email (eg: sales@xyz.com) should do the job.

             

            If the business case requires using fake names, you can still create two additional fields on Marketo (let's say Marketing - Account Owner & Marketing - Account Owner Email) and copy the values for accounts that belong to sales reps (using conditional change data value step) and the ones owned by Marketing can have different names / emails. These fields will go as From Name & Email on your email campaign.