I'm running into issues where I cannot assign the CTA owner to the SFDC user contact from our Salesforce Account Object.
We currently have these field below as look up contact fields in SFDC Account.
1. Account Manager
2. Customer Success Program Manager
3. On-Boarding Manager
The CTA's I'm creating need to be assigned to one of the three above.
By default, these fields are not available for me to use as an "owner field"
I'm creating these rules from GS Relationship, Matrix Data, Activity Timeline, etc. for reference.
How can I get the look up contact fields from the SFDC account as the "owner field?"
Solved
Assign "Owner Field" in bionic rule from SFDC Account user lookup field - Call To Action
Best answer by darkknight
Beat me to it Dan :)
Tony, I am able to assign a CTA to the Sales Manager using the ID field as Dan says above.
Don't use the Name field.
Tony, I am able to assign a CTA to the Sales Manager using the ID field as Dan says above.
Don't use the Name field.
+2Hi Tony,
Are you using a field that is 1) on the Account object and 2) of type ID (not name or email)?
For example, in the image below, Owner ID will work, but Owner ID Name or Owner ID Email will not work.
Are you using a field that is 1) on the Account object and 2) of type ID (not name or email)?
For example, in the image below, Owner ID will work, but Owner ID Name or Owner ID Email will not work.
VP of Customer Success at Forcepoint
+5Beat me to it Dan :)
Tony, I am able to assign a CTA to the Sales Manager using the ID field as Dan says above.
Don't use the Name field.
Tony, I am able to assign a CTA to the Sales Manager using the ID field as Dan says above.
Don't use the Name field.
Jeff Kirkpatrick
Thanks for the help, this worked out!
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