AnsweredAssumed Answered

Assign Task to Sales Reps who does not own the contact

Question asked by Ashley Ayan on Sep 19, 2018
Latest reply on Sep 19, 2018 by Grégoire Michel

We are exploring a potential way we can assign a task to a Solution Rep based on the solution that the contact might be interested.  We have 4 different solution reps assigned to  each account.

I understand that out of the box, we can only assign tasks to Contact Owner or we need to explicitly assign to a specific SFDC user. However looking at the assignment from the Marketo side (See Below), there might be a potential way we can do this., if we can get the  “Owner Person ID”.

 

Task.png

 

This ID is different than the SFDC ID and I am not sure if Marketo has the capability to see this ID.

 

Outcomes