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Community Advisor
October 29, 2015
Risolto

re-run through sfdc auto assignment rules

  • October 29, 2015
  • 4 risposte
  • 2921 visualizzazioni

I had a field value error that caused my assignment rules to return false (ultimately putting all leads in a queue). Now that I've fixed the data, how do I run them through again?  I created a smart campaign and chose 'sync to sfdc' with 'auto-assignment rules' but it did not work.  Help!?

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Migliore risposta di JohnCl9

Hi JD,

The auto-assignment rules will only run the first time a lead is synced to SFDC from Marketo.  It may be possible to run these again on your leads from the SFDC side, but I don't know of any way to re-trigger these from the Marketo side.

John

4 risposte

JohnCl9Adobe EmployeeRisposta
Adobe Employee
October 29, 2015

Hi JD,

The auto-assignment rules will only run the first time a lead is synced to SFDC from Marketo.  It may be possible to run these again on your leads from the SFDC side, but I don't know of any way to re-trigger these from the Marketo side.

John

JDNelson1Community AdvisorAutore
Community Advisor
October 29, 2015

blarg.

thanks!

Grégoire_Miche2
Level 10
October 29, 2015

Hi JD,

Marketo and SFDC assignment rules are no good friends. I wrote a couple of lines in the past few days about the fact that one should quit lead assignment rules in SFDC and use workflows instead. One key advantage of workflows is that they will trigger all the time, while lead assignment rules would trigger only at lead creation.

See this : Marketo/Salesforce Assignment Headache. Advice needed.

-Greg

Grégoire_Miche2
Level 10
October 30, 2015

Hi JD,

YOu may like this idea :

-Greg