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Using the Change Owner Flow Step

Brian_Law_MKTO
Marketo Employee
Marketo Employee
‎05-01-2016 11:57 PM

Here are some tips on using the Change Owner flow step when you are integrated to SFDC:

  • A record must be synced to SFDC
  • Leads can be changed to Users or Queues
  • Contacts can be changed to Users
  • Contacts cannot be owned by a Lead Queue. If you assign a Contact to a Queue, nothing will happen.
  • The change owner flow step will only change the lead/contact owner.  It isn't configured to change account owners.

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If you use the Sync Lead to SFDC flow step and choose the auto assignment rule, if the lead is already in sync and assigned to an owner it should stay the same. The lead owner will not change. You need to use the Change Owner flow step to assign the record to a different owner.

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Abaran
Level 5
Level 5
‎11-09-2016 02:59 PM
‎11-09-2016 02:59 PM

Hi Brian

This did not work for me. I had to use the sync to SFDC and instead of using "lead assignment rules" i selected the user or queue instead,

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