Account Owner Phone and Title as a Token | Community
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A
Anonymous
October 10, 2014
Solved

Account Owner Phone and Title as a Token

  • October 10, 2014
  • 4 replies
  • 2898 views
I'm trying to create an email signature based off Account Owner information, but can't figure out how to create a token (custom variable) to pull that data.


Signature I'm looking for (Bolded tokens are what I'm trying to create)

{{company.Account Owner First Name}} {{company.Account Owner Last Name}}
{{company.Account Owner Title}
{{company.Account Owner Email Address}}
{{company.Account Owner Phone Number}}

I read this article, but am not sure how to implement, or if there is now a better way:

https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PcBLAA0

Thoughts?

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Best answer by Archana_Ranjan1
Hi Brian,

In SFDC you have to create formula fields on Account object.

In SFDC you to click on Setup-> Customize -> Account  -> New field type will be formula.

All the field you mentioned above are standard field except title and phone.

Formula will be : $User.Phone
Same way you can create formula field on account for "Job Title".

Once formula field sync back to marketo , You can use token as you mentionin Marketo.

4 replies

A
Anonymous
November 30, 2015

Hi Brian,

I reached your post as I was trying to achieve the same. However the solution posted here does not work for me. On the Salesforce side it looks fine the new custom field (Account Owner Title) takes the value of the logged in User. However, When I try to send a template with MSI (Marketo Sales Insight) it takes the logged in user as "Marketo Interface" - API user through which Salesforce and Marketo communicate

Did you get it correct. If yes, could you share you experience with me to resolve it at my end

Thanks,

Menaka

Kenny_Elkington
Kenny_Elkington
New Participant
October 10, 2014
Hi Brian,

You can also achieve this via email scripting: http://developers.marketo.com/documentation/email-scripting/
A
Archana_Ranjan1Accepted solution
New Participant
October 10, 2014
Hi Brian,

In SFDC you have to create formula fields on Account object.

In SFDC you to click on Setup-> Customize -> Account  -> New field type will be formula.

All the field you mentioned above are standard field except title and phone.

Formula will be : $User.Phone
Same way you can create formula field on account for "Job Title".

Once formula field sync back to marketo , You can use token as you mentionin Marketo.

Josh_Hill13
Josh_Hill13
New Participant
October 10, 2014
Brian,

The article you referenced requires you to build out the fields and populate them in SFDC first. If you aren't sure how to do that, contact an SFDC Admin or SFDC Developer.
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