According to documentation, I should be able to assign a new task to the contact/lead owner in Sales Cloud (https://help.salesforce.com/articleView?id=mc_jb_task_activity.htm&type=5):

Automatically assign tasks to the contact or lead owner, Salesforce System user, or a custom-defined user

No matter if I try to configure it through the Task Activity or Object Activity, I only have the option to either hard-code the user name of user who will receive the task, or to assign to System User, which is my MC Connect API user.

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Any clue why the option to assign to contact/lead owner is missing?


The only approach that I see currently is to add an Object activity talking to the User Object before the "Task" Event. This Object activity you can use to "find and update" the relevant User - which in your case would be the Lead / Contact owner - with something - like a timestamp in a custom field.

Once you have such an explicit reference to the User in your journey before the task, another option to retrieve the User appears in the screen you showed:

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  • Thanks! Not sure how your solution would have worked, but it gave me an idea - I was not including the contact/lead owner info in my entry data - once included, I have the option to choose it, will post an update below. thanks!! – zmj May 15 at 10:26
  • Oh I see, you didn't have that. :) Great. The point is you need some reference to the User object before the Task event. This is a common topic in Journey Builder: the UI sometimes gives you more options on subsequent events, once you have more context established. – Jonas Lamberty May 15 at 10:35
  • Thanks, this is useful to know :) – zmj May 15 at 10:41

I was able to find a solution: One must include the contact/lead owner ID in the Journey Entry Data. Once it's there, it can be later selected when defining the task owner:

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