2 Replies Latest reply on Nov 1, 2017 7:17 AM by Josh Hill

    Mapping Marketo to SFDC Lookup Fields

    John Gallinagh

      Currently in SFDC I have several lookup fields on Accounts, Contacts and Leads that are used to determine record ownership based on where the customer is in the lifecycle.  So for example, I have the following lookup fields:

       

      Assigned Business Development Rep

      Assigned Account Executive

      Assigned Corporate Account Manager

       

      Rather than changing the record owner field in SFDC I use these lookup fields.  The problem that I'm running into is we have an email alert setup in Marketo that is using the record owner field when sending out the email alert and I would prefer to use the lookup fields in combination with  a status field on each of those records.  Is that possible?