SFDC Sync: Lead/Account Owner Sync sfdc-sync-lead-account-owner-sync
These are technically syncing the “user” table in Salesforce, however we will refer to it as Lead/Account Owner fields.
Which fields will sync to Marketo Engage? which-fields-will-sync-to-marketo-engage
For each person synced to Marketo, we also sync the following owner fields:
- Sales Owner First Name
- Sales Owner Last Name
- Sales Owner Title
- Sales Owner Phone Number
- Sales Owner Email Address
For each contact, we sync the above five lead owner fields as well as these account owner fields:
- Account Owner First Name
- Account Owner Last Name
- Account Owner Email Address
Can I change the lead owner in Marketo? can-i-change-the-lead-owner-in-marketo
Absolutely, just use the Change Owner flow action.
NOTE
You cannot change the owner information using the Using the Person Detail Page.
What can I do with this data? what-can-i-do-with-this-data
There are lots of reasons to use this data such as
- Send a personalized email with signature from the sales owner
- Filter on specific sales reps for marketing or even analyzing effectiveness
- Assignment (and re-assignment) rules in Marketo
- Use them in the Change Owner, Sync Person to SFDC, and Create Task flow actions
Marketo sure has an awesome Salesforce sync. No one else does it so well!
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