Do Not Reassign Lead Owner for Leads Created in SFDC | Community
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Anonymous
October 13, 2014
Question

Do Not Reassign Lead Owner for Leads Created in SFDC

  • October 13, 2014
  • 2 replies
  • 1197 views

We have a bidirectional sync setup between our Marketo and SFDC instances. We have a smart campaign setup to import all new leads into SFDC:

Smart List: Lead is Created
Flow: Sync Lead to SFDC (Assign to, User: Marketo Marketo)

This flow works well for leads created on our website or leads created in Marketo (that are then synced over to SFDC). 

However, when leads are created in SFDC and the lead information is synced over into Marketo, whatever Lead Owner is assigned to the lead in SFDC is overwritten by this smart campaign. How can we create a smart campaign that says that when a lead is created in SFDC, and the lead information is synced over into Marketo, that this existing smart campaign doesn't overwrite the Lead Owner data value?

Thanks in advance!

Andrea

 

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2 replies

Grant_Booth
Grant_Booth
Level 9
October 13, 2014

Hi Andrea,

I recommend adding the constraint "Source Type" to the Lead is Created trigger, and set it to "is not" "salesforce.com", like this:



That way, the campaign won't trigger for records that are created by SFDC :)

Kenny_Elkington
Adobe Employee
Kenny_ElkingtonAdobe Employee
Adobe Employee
October 13, 2014
Hey Andrea,

You can prevent this by adding a constraint to the filter in your smart list:

Lead is Created
Add Constraint
Source Type is not salesforce.com

This will prevent leads sourced from SFDC from running through the campaign.
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