Trigger assignment rules in SFDC to re-assign leads | Community
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A
Anonymous
July 1, 2015
Question

Trigger assignment rules in SFDC to re-assign leads

  • July 1, 2015
  • 4 replies
  • 2340 views

Hi everyone,

We are trying to figure out a way to trigger the assignment rules in SFDC to re-assign leads to new owners. We will be assigning all nurture leads to Marketing ownership and once the leads hits a certain lead score we want them to be reassigned to an inside sales rep for follow up.

Can anyone tell me if this is possible? And if so, how can we go about implementing this?

Thanks in advance for your help!

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4 replies

A
Anonymous
July 2, 2015

Lindsay Holland​ FYI. I moved your post to Products and Support​

Diederik_Marte4
Diederik_Marte4
Level 4
July 2, 2015

Yes, this is very much possible. We temporary sync all successes (form fills) to SFDC with Marketo as the owner. And when they meet certain criteria they are dispatched to the right person. A top here: Don't try to build the sync in every program you run. Centralize your syncing in one place. Try a Community search on "Life cycle campaigns".

6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
    Elliott_Lowe1
    Elliott_Lowe1
    Level 7
    July 2, 2015

    Your SFDC admin can easily create an assignment rule that is triggered on leads owned by Marketing when the Leads Score field reaches a certain value.  If you are the SFDC admin, you can read the Creating Assignment Rules help article.  

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    October 30, 2015

    Hi Lindsey,

    YOu maylike this idea :

    -Greg

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