Force execution of Salesforce Lead Assignment Rules on lead update | Community
Skip to main content
Grégoire_Miche2
Grégoire_Miche2
Level 10
October 30, 2015
New

Force execution of Salesforce Lead Assignment Rules on lead update

  • October 30, 2015
  • 7 replies
  • 11379 views

When synchronizing a lead to SFDC, if it's a new lead, we can choose the "-- Use Auto-Assignment Rules --" option that will fire the assignment rules in SFDC.

But when we are updating a lead, this option has no effect. The issue behind it is that we have to replace assignment rules with workflows in SFDC which makes often the project very tricky, all the more so as the workflows cannot be made as flexible as assignment rules.

And yet, in salesforce, when we one updates a lead manually he/she as the possibility to check the following box

Furthermore, SFDC API enables to manage precisely whether or not we want assignment rules to be executed on lead update through the "AssignmentRuleHeader" (Lead | SOAP API Developer's Guide | Salesforce Developers )

So this idea is to evolve the "sync lead to SFDC" flow step so that one could choose whether or not the assignment rules should be triggered on update. The option should also be available to implicit syncs that occur when a lead is added to a program which is sync'ed with an SFDC campaign. The option could also be set at instance level, but leaving flexibility would be better.

It would avoid many issues faced by customers. i.e. :

Marketo/Salesforce Assignment Headache. Advice needed.

re-run through sfdc auto assignment rules​

Trigger assignment rules in SFDC to re-assign leads 

...

    7 replies

    A
    Anonymous
    October 30, 2015

    Wholeheartedly agree

    Grégoire_Miche2
    Grégoire_Miche2Author
    Level 10
    December 25, 2015

    One step further would be for Marketo to get the list of assignment rules from SFDC and offer the choice to Marketo user between all available assignment rules (not just the default one).

    -Greg

      Grégoire_Miche2
      Grégoire_Miche2Author
      Level 10
      December 27, 2015

      For those who are interested, we have developed an SFDC trigger that does the job. It's a workaround, and it will require a "Change Data Value" in the flow, prior to the sync.

      Follow-me in the community and DM me to ask for it, I'll send over a package link. The package will contain all what's necessary. You can install it on your SFDC dev sandbox.

      Safe harbor : We do not provide support for this. Use it at your own risks

      -Greg

        A
        Anonymous
        February 17, 2016

        Hi Gregoire,

        I'd definitely be interested in this trigger! I can't figure out how to PM you, but feel free to email me at carolyn.price@aquaticinformatics.com

        Cheers,
        Carolyn

        A
        Anonymous
        February 26, 2016

        I do want this option but...We used to have InsideView integration in SFDC/Marketo and it would fire the lead assignment rules once the lead was enriched. One of the biggest problems I would run into is when the owner was changed manually (for whatever reason) the rule would fire and it would assign back to the original owner. It takes adding a checkbox or step to the lead when it's assigned manually to remove it from these type of rules, but definitely something extra to consider should Marketo add this functionality.

        Grégoire_Miche2
        Grégoire_Miche2Author
        Level 10
        February 26, 2016

        Hi Emily,

        The case you are talking about can be handled as follow: when a lead is assigned to a sales person, we use a salesforce workflow to change it's status (to "Sales Assigned"), and this status is excluded from the Lead Assignment Rules.

        -Greg

          A
          Anonymous
          February 26, 2016

          I guess what I'm getting to is that it would be better to have scenario driven triggers for assignment rules vs when it's updated, but that is more of a SFDC functionality that is severely lacking than this Marketo Idea off to the True to the Core group to vote up ideas for Leads!

          Michelle_Tang3
          Michelle_Tang3
          Level 3
          July 6, 2017

          Hi @Grégorie! Could you send me the information to force the assignment rules for an existing lead?

          Grégoire_Miche2
          Grégoire_Miche2Author
          Level 10
          July 18, 2017

          Hi Michelle,

          Unfortunately, the package has been erased and cannontbe retreived. I need to rebuild it and I do not have time for the moment

          -Greg

          A
          Anonymous
          December 13, 2017

          This would save our Enterprise Apps team so much time not having to write SFDC code. Our business development team has to work any marketing qualified person, that includes customers so not being able to re-trigger lead assignment rules in Marketo creates a lot of manual work on our end.

            K
            kh-lschutte
            February 6, 2020
            No text available
            Terms & ConditionsAccessibility statement

            Loading footer...