New leads not syncing with Salesforce? | Community
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A
Anonymous
January 14, 2013
Question

New leads not syncing with Salesforce?

  • January 14, 2013
  • 2 replies
  • 816 views
I've implemented in my flow to Sync Lead with SF using Auto Assignment Rules.  Existing leads synch with SF, but new records do not.  If a Assignment Rule doesnt exist, will it simply fail to sync?
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2 replies

A
Anonymous
January 14, 2013
It could be that your new lead records are missing a field required by SFDC to create a new lead.  If a lead is synched to SFDC and there isn't an applicable assignment rule, SFDC will assign the default owner, but the Lead record will be created in SFDC.
A
Anonymous
January 14, 2013

Make sure you are syncing over the status and that the assignment rule in Salesforce is set based on this.  For example, in Marketo your sync campaign is set with:  

Smartlist trigger - Lead is Created, Source type is not Salesforce
Flow:  Change Data Value of Status to "New Lead" (or whatever you want, we use New Lead b/c all leads sync to Salesforce from the beginning)

In Salesforce create a Markto rule under your Lead Assignment Rules.  It should look like this:
Order=1
Criteria= Lead:Lead Status equals New Lead

This should create the lead in Salesforce.  Of course you want to work in your assignment rules of who gets assigned new leads unless you are the default and get assigned all new leads.

Hope this helps.

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