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A
Anonymous
August 25, 2015
Solved

SFDC Lead Ownership

  • August 25, 2015
  • 3 replies
  • 3086 views

We have SFDC queues called Nurture Pool, Lead Recycle, Junk, etc. that own leads. In a Marketo smartlist, how do I search for these lead owners? The only fields available are Lead Owner email, Lead Owner First name, Lead Owner last name, etc. Yelp!?

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Best answer by

When leads are in a queue, there's really no way to tell that in Marketo unless you set something up when you initially sync them to a queue to write to a custom field or something.

3 replies

Aslihan_Ayan_Ha
Aslihan_Ayan_Ha
New Participant
September 29, 2015

Can you add an email to the queues in SFDC? That might be a way to handle this.

Andy_Varshneya1
Andy_Varshneya1
New Participant
November 23, 2015

Unfortunately that doesn't solve the problem. Queues are not treated the same way as the lead owners (different objects) so adding an email address to a queue won't change anything.

A
Anonymous
December 11, 2015

Thank you. I tried that also, and wondered why it did not work.

R
rachazen
New Participant
September 29, 2015

I would like to do this as well. We use SFDC Queues a lot and it would be extremely helpful if we could filter by Queue.

I created a similar thread about field mapping to SFDC Owner ID (which MIGHT be the solution...) but it still seems rather convoluted. Any help would be greatly appreciated!

A
Anonymous
Accepted solution
August 25, 2015

When leads are in a queue, there's really no way to tell that in Marketo unless you set something up when you initially sync them to a queue to write to a custom field or something.

    Grant_Booth
    Grant_Booth
    New Participant
    September 29, 2015

    Right. Marketo writes to the Lead Owner fields by doing a lookup to the fields of the User object the lead/contact is assigned to. It's not built to handle the complications added by queues though, so the fields remain blank. There's a popular idea right now to have this functionality built into Marketo:


    For now, you would need to use a workflow or apex trigger in SFDC to write the name of the queue to a custom field on the lead or contact when they get assigned to a queue (and reset it to null when they get assigned to a user).

    A
    Anonymous
    December 11, 2015

    thank you

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