a global rule to avoid lead owner change for certain campaigns

[Teresa_Hsu1]

Is there any way to create one global smart campaign that will precede any other smart campaigns?

We currently use auto Lead Assignment in SFDC.  Whenever there's a lead comes in, it will auto assign/re-assign to the lead owner based on their territories.  However, there are certain leads, we should never change the owner.  Instead of having a flow step for each of our campaigns to avoid lead re-assignment happens, is there anyway we can just set up a global rule that catches all?

Thanks!

Teresa

[Josh_Hill13]

You can sort of do this if you setup your lifecycle such that only ONE campaign has permission to Sync Lead to SFDC.

But the situation you describe isn't really a Marketo issue:

• Net new leads can be sent to SFDC using a Marketo SFDC step. If we don't explicitly assign an Owner, then the SFDC LAR kicks in.
  • Subsequently, the Sync Lead to SFDC step = Auto Assignment will NEVER re-assign a lead again.
• SFDC LAR - it is possible to build it such that it always re-assigns based on a field value, like Lead Source, Country, or Status. Not much Marketo will do about that - other than avoiding a change to that value.

So to solve your problem, please go to your SFDC Admin to rebuild your LAR to do what you want.

[Grégoire_Miche2]

Hi Josh,

always keep in mind that SFDC LAR's only fire for new leads, not updated leads. There is an idea here about this:

We also have developed a workaround for this limitation. I'll send the SFDC package link it to anyone following me and asking for it in a DM.

-Greg