AnsweredAssumed Answered

Can you overwrite ownership with auto assignment rules upon a form fillout?

Question asked by db10a78791103b443724d542ce41157e4706aeb8 on Dec 9, 2016
Latest reply on Dec 10, 2016 by e6615dd679b5dd0c3e60c20085706f392a9af2cb

Hi All!

 

Background:

Most of our early stage leads are owned by "Marketo", the Marketo User.  We run into an issue when these people fill out a web form.  They are synced to salesforce under Marketo's ownership rather than going through the "-- Use Auto-Assignment Rules --" Sync Lead to SFDC flow action to be assigned the appropriate owner.

Current Process:

1. Lead fills out form

2. Lead goes through the "-- Use Auto-Assignment Rules --" Sync Lead to SFDC flow action to be assigned the appropriate owner in SFDC.

 

Desired Process:

1. Lead fills out form

2. If Lead Owner Last Name = Marketo THEN change owner to NULL (this would allow them to go through the auto assignment rules then)

2. Lead goes through the "-- Use Auto-Assignment Rules --" Sync Lead to SFDC flow action to be assigned the appropriate owner in SFDC.

 

Question:

My question then is are we able to set the ownership to NULL in the flow before the Sync Lead to SFDC flow action takes place?  This person would then go through the auto-assignment rules.  If this does not work, how else can we accomplish something like this?

 

Thanks ahead of time!

Outcomes