Using the Auto-Assignment Rule When Syncing a New Record to SFDC

[Brian_Law_MKTO]

Using the Auto-Assignment (Lead Assignment) rules in SFDC is recommended rather than creating assignment rules in Marketo.

Since creating assignment rules in Marketo is difficult to maintain, I recommend marketers focus on marketing rather than maintenance.

Lead Assignment rules only run on initial Lead creation, you can’t run them again for existing Leads. Thus, if a SFDC Lead or Contact flows through the Sync Lead to SFDC flow step and the Assign To is set to --Use Auto-Assignment Rules--, Marketo will sync any field updates but will not run the record through SFDCs assignment rules again.

If you need to run Assignment rules again, have your SFDC Admin create a custom trigger and flow in SFDC.

The SFDC Lead Assignment rules may required that specific fields be populated. Check with your SFDC Admin.

[Grégoire_Miche2]

BtW, in SFDC, you could run assignment rules on lead updates as well.

Hence this idea:

And also, for those who would like to be able to force assignment rules on updates, follow-me and I'll DM a workaround.

-Greg

[Dev_Bonnell]

Hi Grégoire,

Would you mind DM'ing me regarding that workaround? Thank you!