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A
Anonymous
July 31, 2013
Question

delaying synch to salesforce?

  • July 31, 2013
  • 2 replies
  • 668 views
we have the following use case

Issue:

1.       Marketo loads leads as a priority 2.

2.       Salesforce routes Leads as soon as they hit the system based on priority 2 assignment rules

3.       Marketo goes back and updates lead status to Priority 1

4.       Leads do not get rerouted to proper  owner.


Is there a way to delay the synch to salesforce so that the lead assigment rules are not triggered?  thanks, Frank

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2 replies

A
Anonymous
July 31, 2013
You could try putting in a wait step in the campaign that syncs to SFDC so the other process that lowers priority has a chance to run. Depending on how your campaigns are set up, that may be a viable approach.
A
Anonymous
August 2, 2013
We implemented something similar to Erik's recommendation, but took consideration to accelerate the priority 1 leads.  When a new lead is created in Marketo:
  • Wait a few minutes
  • Check for Priority 1 status, and sync these to Salesforce
  • Wait 24 hours
  • Sync remaining leads (assumes status is now proper)
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