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A
Anonymous
December 15, 2014
Question

Lead assignment rules breaking

  • December 15, 2014
  • 5 replies
  • 1686 views
In the flow step, I have a flow step to "Create a Task". In that flow step, when I select a task owner as a "user" the lead gets assigned to that user. I don't want the lead to get assigned to a user, i just want a task created on the lead record in SFDC. And the lead to go through auto assignment rules to get assigned.
What am I doing wrong? 
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5 replies

Adam_Vavrek1
Adam_Vavrek1
Level 8
December 15, 2014
Put a wait step in before the task is created. The Owner should be "--Assign to Lead Owner--". The wait step is for Marketo and Salesforce to sync on Lead Owner.

K
kpara3-2
Level 9
December 15, 2014
Yep, I'd do what Adam is saying. You could also throw in the "Sync with SFDC" flow step just to be sure.
A
Anonymous
December 15, 2014
Thanks for the suggestions, however, the lead owner is a queue in our case. The lead could be with the queue for over 24-48 hours.
Adam_Vavrek1
Adam_Vavrek1
Level 8
December 16, 2014
Hi Avnita,

Ultimately, who do you want the Task to get assigned to? I assume the Lead Owner as designated by auto-assignment rules? If so, you can put a wait step in for 24-48 hours.
A
Anonymous
December 16, 2014
My goal for the task is to have a time stamp, clear instructions on what the follow up should be and have a record of a marketing activity on the lead. Since our sales organization is fragmented and I am not sure when a lead gets assigned to sales, I don't want the task creation to depend on that.

Hope my rationale makes sense.
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