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Anonymous
April 5, 2016
Question

Lead Patitions with SFDC - Many Countries

  • April 5, 2016
  • 1 reply
  • 2500 views

Hello,

Until last month I had just one country in my SFDC.

Now we implemented for more 12 countries and all Leads were synced with my default Lead Partition before I setup "Assignment Rules" for my old and default partitions.

If I setup it now say that just Lead from my country is allowed, what will happen? Leads from a will be removed from partition?

Thanks,

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 5, 2016

Hi Bernardo,

Many issues there:

  • You of course need to set up the assignment rules, but you already know this
  • But assignment rules might not be enough, because they are not dynamic (they only execute once, on lead creation). So you probably need to set up a program with some smart campaigns to reassign leads later, after creation, using the "Change lead partition" flow step.
  • Once you have set up this program and the campaigns, you can run it to reallocate all your leads to the right partitions, without to have to delete them all.

-Greg

Dan_Stevens_
Dan_Stevens_
Level 10
April 5, 2016

Like Greg mentions, it's a best practice to just ignore the regular assignment rules and create the appropriate programs/campaigns to ensure all scenarios are addressed (route existing, modified and new leads).

Within these campaigns we not only have rules (choices) setup to do the proper assignment, but we also take the opportunity to normalize the country name.  For example, our "list acquisition" excel template uses the 2-character country code.  When lists are imported into Marketo, those codes are normalized to the full country name.  Same thing for "inferred country" when new leads enter our system.

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 5, 2016

Hi Dan,

I personally prefer to separate lead routing from data quality programs

If necessary, you can set is a way that the data quality changes trigger the lead routing ones. For instance:

Data quality:

     Data Value Changes (filter: country = bad value) -> clean the country value (change data value of Country to correct value)

Lead routing:

     Data Value Changes (filter: Country = Correct Value) -> route the lead.

-Greg

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