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Force assignment rule on implied Salesforce sync

Question asked by 768fcb04caedb7d07293549eb38dae94791735d6 on Nov 4, 2016
Latest reply on Nov 22, 2016 by 31c49a9e92cfdfc36ec09f16a3d031bc05f44a62

The forms on our webpages belong to Marketo programs that are synced to Salesforce. When someone fills out a form, there's a flowstep that changes their program status, which implies a Salesforce action to create a new lead in Salesforce.

 

The problem is that this implied Salesforce lead creation doesn't use Salesforce auto-assignment rules.

 

As a workaround, we created a separate triggered smart campaign when someone fills out any form, and a flowstep for Sync Lead to SFDC (Assign to --Use Auto-Assignment Rules--). But auto-assignment rules still aren't being used, and I suspect that's because the implied Salesforce sync mentioned above is being triggered before this Sync Lead to SFDC smart campaign.

 

Ultimately, if a lead is created in Marketo that's not yet in Salesforce, I want to ensure that the lead is created in Salesforce and uses auto-assignment rules. What's the best practice for this?

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