Assign "Owner Field" in bionic rule from SFDC Account user lookup field - Call To Action

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  • Updated 7 months ago
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?"
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Tony Tao

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  • lost

Posted 8 months ago

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Dan Ahrens, Official Rep

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Hi 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. 

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Jeff Kirkpatrick, Champion

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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.

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Tony Tao

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Thanks for the help, this worked out!