DocumentationMarketo EngageMarketo Guide

SFDC Sync: Lead/Account Owner Sync

Last update: November 20, 2023
  • Topics:
  • Salesforce Integration

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?

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.

NOTE
You cannot change the owner information using the Using the Person Detail Page.

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!

recommendation-more-help
94ec3174-1d6c-4f51-822d-5424bedeecac