So I have a marketo instance that uses forms people fill out on our site to then send those leads to SFDC. Once in SFDC we have a series of lead assignment rules that take ~5 minutes to take effect and the lead to be assigned properly in SFDC. Once in salesforce we trigger a task for the lead to be worked on by a sales rep. The task is always assigned to the current lead owner.
My issue is that I'm seeing many instances where in SFDC the lead is created and then immediately added to a campaign in salesforce (this campaign member creation triggers the task) and the lead is not yet properly assigned. I was hoping someone could explain to me how I could ensure that the lead is assigned or make it so marketo waits for a period of time before adding the lead to a campaign in SFDC so that it will be properly assigned.
A sample campaign in marketo looks like this:
Smart List: Fills Out Form - Form Name: is website-demo.form
Let me know if anyone has any ideas on how to ensure marketo waits a set period of time between creating the lead and adding it to a campaign or ensuring the lead is no longer assigned to our sfdc marketo user "marketo integration" before adding it to a sfdc campaign.
It seems like you need to add a wait step in Salesforce
Since marketo is the one both assigning the lead and then adding the lead to a campaign, can the wait step not be implemented in marketo?
You cannot make the campaign attachment to differ as soon as you use program - campaign sync. There are quite few ideas on this, such as this one:
In the mean time, you should delay the task creation by a few minutes. Since it's in SFDC, you just need to make your workflow a Time base workflow.
Generally we always have a wait step FIRST or immediately after a sync to let SFDC catch up before using Lead Owner or re-assignment.
Update marketo stuff
Sync to SFDC
Wait 15 min
Do more stuff based on SFDC values.