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?

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?

Absolutely, just use the Change Owner flow action.

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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