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audreyhuo-1
New Participant
April 29, 2021
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Owner field

  • April 29, 2021
  • 2 replies
  • 3507 views

I am using the Create Task flow step for the first time. I am wondering if I can use a token in the "Owner:" field?

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Best answer by SanfordWhiteman

Alas, just tested and a {{lead.token}} with the SFDC ID of the Owner doesn't work.

 

What you can do as a workaround (and it is annoying) is include the desired Task Owner in the Task Description (which does support {{lead.tokens}}) and then use Flow, Process Builder, Apex, etc. in SFDC to parse that out and transfer the ownership.

 

You'd want to assign the Task to a placeholder User to start with, so the Contact Owner never is bothered by it.

2 replies

Michael_Florin-2
Michael_Florin-2
New Participant
April 29, 2021

While "Test and See" is always great advise - and I honestly don't know the outcome - but I fear this won't work. In two related flow steps, tokens do definitely not work:

 

 

This lack of functionality was already described years ago by Greg here:


https://nation.marketo.com/t5/product-discussions/marketo-salesforce-integration-needs-a-serious-overhaul-don-t/td-p/45792

 

(Now that I look at it again, Greg also mentions that you can't use tokens in the "Create Task" flow step).

 

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    April 29, 2021

    Alas, just tested and a {{lead.token}} with the SFDC ID of the Owner doesn't work.

     

    What you can do as a workaround (and it is annoying) is include the desired Task Owner in the Task Description (which does support {{lead.tokens}}) and then use Flow, Process Builder, Apex, etc. in SFDC to parse that out and transfer the ownership.

     

    You'd want to assign the Task to a placeholder User to start with, so the Contact Owner never is bothered by it.

      Chris_Francis
      Chris_Francis
      New Participant
      November 16, 2021

      @sanfordwhiteman Any other thoughts where access to "Flow, Process Builder, Apex,etc" is not accessible to the Marketing team?

      SanfordWhiteman
      SanfordWhiteman
      New Participant
      April 29, 2021

      You may be able to use a token that stores the SFDC ID, not the Email Address of the User. Test and see!

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