When a lead is updated, can you run them through auto-assignment rule again? | Community
Skip to main content
charlie_kim-2
charlie_kim-2
Level 2
April 1, 2021
Solved

When a lead is updated, can you run them through auto-assignment rule again?

  • April 1, 2021
  • 1 reply
  • 3256 views

https://nation.marketo.com/t5/Marketo-Whisperer-Blogs/Using-the-Auto-Assignment-Rule-When-Syncing-a-New-Record-to-SFDC/ba-p/247215

 

Basically, when a new lead is created, we're assigning them into a queue in SFDC. When the lead fills out another form and is updated, can we run them through the auto-assignment rule again so they will be taken out of the initial queue and into a new queue in SFDC?

 

@grégoire_miche2  mind sharing the workaround in the above article?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Tara_Petre

Yes, you can reassign a lead using the assignment rules after the initial assignment, ie: when a lead MQLs, but it requires an APEX trigger be deployed, typically by a Salesforce developer. 

1 reply

Tara_Petre
Tara_PetreAccepted solution
Level 4
April 5, 2021

Yes, you can reassign a lead using the assignment rules after the initial assignment, ie: when a lead MQLs, but it requires an APEX trigger be deployed, typically by a Salesforce developer. 

Terms & ConditionsAccessibility statement

Loading footer...