Customizing the sync lead to sfdc flow step | Community
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A
Anonymous
September 15, 2014
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Customizing the sync lead to sfdc flow step

  • September 15, 2014
  • 2 replies
  • 1053 views
I would love to set up the "sync lead to sfdc" flow step in a way that assigns an owner to a lead based on the area of interest the lead fills out in the form & if they are located in a certain area. For example, if area of interest is apples & lead is located in MA, NH, RI, or CT then assign to Bob Smith or if area of interest is apples and lead is located in NC, SC, GA, or FL then assign to Sally Jones. Otherwise assign lead using auto assignment rules. Anyone know if this is possible? Any insight would be greatly appreciated!
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Best answer by Josh_Hill13
Yes, you can do this. I'd recommend creating smart lists that correspond to your choices:

Apples and MA, NH, RI
Apples and NC,SC

then your choice steps in Sync Lead to SFDC are

Member of Smart List in #1 > Bob Smith
Member of Smart List in #2 > Sally Jones

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
September 15, 2014
Yes, you can do this. I'd recommend creating smart lists that correspond to your choices:

Apples and MA, NH, RI
Apples and NC,SC

then your choice steps in Sync Lead to SFDC are

Member of Smart List in #1 > Bob Smith
Member of Smart List in #2 > Sally Jones
    A
    Anonymous
    September 15, 2014
    That's a great idea. Thank you for the suggestion!
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