Assignment Rules used for Add to SFDC Campaign Flow Steps | Community
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KCS_Integration
KCS_Integration
Level 2
May 14, 2018

Assignment Rules used for Add to SFDC Campaign Flow Steps

  • May 14, 2018
  • 2 replies
  • 2186 views

Issue

When you use the "Add to SFDC Campaign" flow step, and the lead isn't already in SFDC, this step will sync the lead to SFDC, and you want to know which assignment rules will be applied.

 


Solution

The SFDC auto-assignment rule will be used. To explain this further, if for some reason you don't have lead assignment rules firing properly in Salesforce, it will be assigned to what is called the "Default Lead Owner" in Salesforce.

It's not just "Add to Salesforce Campaign" that uses what is called "implied Salesforce actions". All of the following flow steps will sync the lead to Salesforce first before running the flow step if the person is not already synced to Salesforce:

  • Add to Salesforce Campaign
  • Change Status in Salesforce Campaign (this will sync them AND add them to the campaign first)
  • Change Owner
  • Convert Person
  • Create Task

 

 

 


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2 replies

Trish_Voskovitc
Trish_Voskovitc
Level 5
May 14, 2018

How do i turn this off? We have just turned on SFDC lead assignment rules but we have set up a 7 minute delay for some other SFDC actions to happen first. But with the default from marketo being use lead assigment rules our leads are being assigned right away.

How do i get to the default settings for our synch to turn this off?

Roxann_McGlump1
Roxann_McGlump1
Level 5
May 15, 2018

There is no way to turn this off.  You either need to add a specific "Sync Lead to SFDC" flow step before the "Add to SFDC Campaign" for any leads not already synced to Salesforce, and specify an owner or queue for the lead to be assigned to, or you will need to address this in some way on the SFDC side.

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