MKTO Program and SFDC Campaign sync - assignment? | Community
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Kimi_Heskett1
Kimi_Heskett1
Level 9
August 11, 2013
Question

MKTO Program and SFDC Campaign sync - assignment?

  • August 11, 2013
  • 1 reply
  • 690 views
When I sync up a MKTO Program and SFDC campaign and members automatically sync to SFDC how are they assigned? Does it use auto-assignment? If so, how can I change that?
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1 reply

A
Anonymous
August 11, 2013
If your members are already have a SFDC record with an owner, the owner won't change unless you separately use the Change Owner flow action.  If the member doesn't exist in SFDC, the Lead Assignment Rules in Salesforce will be used to assign the owner.  You can change the assignment rule to assign the new Leads to whomever you want or you can deactivate  the assignment rule (or change it to not execute if the lead is coming from Marketo) and create your own Change Owner smart campaign in Marketo (this is what we do).

Hope your implementation / integration is going well!
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