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When a lead is updated, can you run them through auto-assignment rule again?

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charlie_kim
Level 2

When a lead is updated, can you run them through auto-assignment rule again?

https://nation.marketo.com/t5/Marketo-Whisperer-Blogs/Using-the-Auto-Assignment-Rule-When-Syncing-a-...

 

Basically, when a new lead is created, we're assigning them into a queue in SFDC. When the lead fills out another form and is updated, can we run them through the auto-assignment rule again so they will be taken out of the initial queue and into a new queue in SFDC?

 

@Grégoire_Miche2  mind sharing the workaround in the above article?

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Tara_Petre
Level 5 - Champion Alumni

Re: When a lead is updated, can you run them through auto-assignment rule again?

Yes, you can reassign a lead using the assignment rules after the initial assignment, ie: when a lead MQLs, but it requires an APEX trigger be deployed, typically by a Salesforce developer. 

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Tara_Petre
Level 5 - Champion Alumni

Re: When a lead is updated, can you run them through auto-assignment rule again?

Yes, you can reassign a lead using the assignment rules after the initial assignment, ie: when a lead MQLs, but it requires an APEX trigger be deployed, typically by a Salesforce developer. 

View solution in original post