Lead owner is changing even though a rule is in place saying to not change if the lead owner is not empty

Anonymous
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Lead owner is changing even though a rule is in place saying to not change if the lead owner is not empty

I recently updated our "Sync Lead to SFDC" flow step to function as so: (Choice 1) If: Lead Owner is empty, Assign to "JOHN DOE"; (Default Choice) Assign To: Do Nothing.

I am already in our Marketo and SFDC system, with a Lead Owner that is different from JOHN DOE. However, when I filled out the form that is tied to the flow step to test it, it switched the lead owner to JOHN DOE. My coworker, who is also in both systems, filled out the form as well, but his lead owner was not updated. The only thing we can find to be causing this issue is that he is a Lead in SF while I am a contact in SF.

I reviewed my Activty Log in Mkto and when I clicked in to the lead owner switch, it gave me this info:  Synched from salesforce.com - fixup Lead Owner

Does anyone have any ideas as to why the lead owner for contacts will be updated even with the rule stated above in place?

2 REPLIES 2

Re: Lead owner is changing even though a rule is in place saying to not change if the lead owner is not empty

The "synched from salesforce.com fixup lead owner" activity means the lead owner was switched within SFDC. You can still successfuly change the owner from Marketo with the flow you have, but then SFDC defaulted it back. I would ask your SFDC admin on any possible workflow rules for lead owner assignment.

Anonymous
Not applicable

Re: Lead owner is changing even though a  rule is in place saying to not change if the lead owner is not empty

Thanks Devraj! I'll reach out to him and see if he can do anything on his end. Will report back on what the specific issue might be in terms of SFDC setup