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Best practices for managing additional lead owners and lead owner data

Question asked by Michelle McDonald on Dec 7, 2017
Latest reply on Dec 18, 2017 by Sanford Whiteman

We have several different types of Sales Owners (Lead Owners, Regional Managers, Inside Sales etc.) some of these are available in Salesforce and some are not. We also have a need to capture additional information like Headshot, social handles, etc. to be used in email signatures that are specific to Marketo and not in Salesforce. Our current process is to create custom fields for the information we need and then create a workflow for every "owner" to populate that data. This method works fine if it’s just a handful of owners, but its not very efficient if there are more than that. We have tried creating Marketo custom objects to hold the data we need, but that limits the way we can use it in tokens and on the email (without velocity script). Has anyone figured out a better way to manage this or is there a way to simply update the custom field on the lead record with data from the custom object?

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