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spectrawolfspectrawolf 

Create lead/contact field that has the owner's phone extension

I use Sales Force with Marketo and need to create Marketo email templates that merge the lead owner's phone extension. To do that, I need to create a field in the SF lead and contact pages that pulls the lead owner's extension from the User page. How would I write that formula?

 

Thanks!   

netTrekker_ADnetTrekker_AD

According to what I can tell, there is no way to do this with a formula field.

 

You can do this based on the "Created By" and the "Last Modified By" User's Extension, but ironically Salesforce doesnt give you the option to select fields from the Owner. So if your Created By or Last Modified By person is always the Owner, you could make a custom text formula field on the Lead with:

 

 

 CreatedBy.Extension

 OR

 

 

 

 LastModifiedBy.Extension

 

If either of these COULD be someone other than the Owner... then I do not have the answer. Sorry!