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Marketo and SFDC sync - auto assignment rule

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Marketo and SFDC sync - auto assignment rule

Hello,

In Marketo SC, we set up flow steps that check and change "Product Title", "Lead Source" and other values, then use the "Auto assignment Rule" assign lead to Sales.

However, in lead's activity log and in SFDC, the results we saw are Marketo changed the "Lead Owner" first, then changed "Product Title" value. I am wondering why this happened and where went wrong. Or nothing went wrong? Anyone have similar experience with it?

In SFDC:

Changed "Owner" first, then changed "Product Title".

pastedImage_0.png

In Marketo:

Same order that changed "Lead Owner" first then changed "Product Title".

pastedImage_1.png

Thank you in advance,

Becky

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Re: Marketo and SFDC sync - auto assignment rule

Hi Becky,

This explains why the ordre of the change is not really under your control or does not reflect your smart campaign steps. The sync can be either a scheduled sync, an explicit sync (sync with SFDC flow step) or implicit one (caused when you run a change owner flow step or a add to SFDC campaign or a change program status if the program is sync'ed) in return, the owner and region are changed, but in the meantime, your Marketo campaigns continues and updates the title.

If you want to better control this, you need to run any data value change flow steps in Marketo before you run any flow step that causes a explicit or implicit SFDC sync. It's a tricky issue, though, and there is no perfect solution for these. The only way to completely control everything would be to put all the flow steps (Data value changes, score computation, and SFDC sync) in the same smart campaign flow, but then it clearly lacks the necessary flexibility.

-Greg

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Level 6

Re: Marketo and SFDC sync - auto assignment rule

Are you saying that a flow #2 (sync lead) executed before flow #1 (change data value)? If so, that's not right.

However, it's hard to distinguish from your screenshot whether or not all of this happens w/in the same campaign or if they're separate campaigns.

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Level 4

Re: Marketo and SFDC sync - auto assignment rule

Hi Jim, It's assign the lead owner first before changed the product title. All flow steps set up in one campaign. Sync lead will happen after change values.

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Level 6

Re: Marketo and SFDC sync - auto assignment rule

Your screenshots show that the sync lead happened before the Product Title change data value. 

Or am I missing something?

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Re: Marketo and SFDC sync - auto assignment rule

Hi Becky,

Are these changes of values caused by a Marketo Smart campaign or and SFDC workflow and synced back to Marketo ? Your screenshots does not enable us to know that.

-Greg

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Level 4

Re: Marketo and SFDC sync - auto assignment rule

Hi Greg,

Nice to see your comment. It's late your time.

Great point. Thank you. I checked that looks like "Change lead owner" was synced from SFDC (screenshot as below). Region value got changed also synced from SFDC. However, for sure changed "Product Title" is from Marketo campaign.

I've been told that our SFDC assign lead owner rule is based on the order of "Email, Created by, Lead Record Type, Product Title, then Country ....". Not sure why SFDC changed "Lead Owner". But this is a good point to check.

pastedImage_1.png

Thank you,

Becky

Highlighted

Re: Marketo and SFDC sync - auto assignment rule

Hi Becky,

This explains why the ordre of the change is not really under your control or does not reflect your smart campaign steps. The sync can be either a scheduled sync, an explicit sync (sync with SFDC flow step) or implicit one (caused when you run a change owner flow step or a add to SFDC campaign or a change program status if the program is sync'ed) in return, the owner and region are changed, but in the meantime, your Marketo campaigns continues and updates the title.

If you want to better control this, you need to run any data value change flow steps in Marketo before you run any flow step that causes a explicit or implicit SFDC sync. It's a tricky issue, though, and there is no perfect solution for these. The only way to completely control everything would be to put all the flow steps (Data value changes, score computation, and SFDC sync) in the same smart campaign flow, but then it clearly lacks the necessary flexibility.

-Greg

View solution in original post

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Level 4

Re: Marketo and SFDC sync - auto assignment rule

Thanks so much Greg. I am still digesting your helpful comments. We do including lots of data value change flow steps in each sync to SFDC campaign. Normally we use each "data value change" flow to check and change each important value, such as "Product Title", "Lead Source", "Lead Score", "Lead Type" etc, then will use "Auto-assignment rule" sync lead to SFDC. But even this still can't prevent the interruption from explicit sync (from SFDC to Marketo). However, based on the SFDC assignment rule which had been set up in SFDC, it shouldn't assign lead to a owner just based on Country.

I want to thank you again, will talk to our SFDC team to see if there is something we can figure out or if this is make sense for them to understand.

Have a great night,

Becky

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Re: Marketo and SFDC sync - auto assignment rule

Hi Becky,

Also remember 2 points:

  • Usually, SFDC Lead assignment rules (LAR's) are setup with a "security net" rule, the last one, that will assign leads that have not been assigned by a higher priority rule
  • even if LAR's do not assign a lead, there is a default lead owner in SFDC that is set in the "setup -> lead settings" that will assign anyway all leads that have not been handled by LAR's

-Greg

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Level 4

Re: Marketo and SFDC sync - auto assignment rule

Thank you Greg:) Very valuable information. I will do more research and learn about LAR's just for self-study.

Have a great weekend,

Becky