Owner field

Question

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?

SanfordWhiteman · Accepted Answer

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.

Michael_Florin-2 · Answer

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).

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