Changes the owner in Salesforce based on the country

[Anonymous]

We have a flow in place in Marketo that assignes leads in Salesforce to queues based on Country. However, we would want this to happen only if the lead owner in Salesforce is 'Marketo' user and not otherwise. The problem with the flow is we can have an array of choices but cannot do a combination of and/or with these choices. Any workaround?

-Sudhanwa

[Anonymous]

Why not just place the "if the lead owner in Salesforce is 'Marketo' user" filter in the Smart List?

[Anonymous]

Hey Michael,

Sorry since I am basically a salesforce guy, I need a but more than that. If I place that filter in the smart list, then those leads won't get synced at all? I don't want that since I need other fields to sync in, only not the owner when it's already assigned to someone else other than Marketo user.

Thanks,
Sudhanwa

[Anonymous]

Sudhanwa, here is my suggestion.  In the flow, sync the lead to SFDC. 

After that step, drag in a "Remove from Flow" action with an "Add Choice".  In the Add Choice logic, say If Lead Owner is NOT your Marketo user.  Make the default choice "do nothing".

Then the next step should be your assignment rules, which will only run if the lead owner is the Marketo user, since if the lead owner was NOT the Marketo user, the 'Remove from Flow' step would have removed them from the flow prior to getting to the assigment step.

I'd also put a 5 minute wait step in between the sync and the remove from flow step.

Make sense?  With Marketo, there are usually a number of ways to accomplish the same thing, so maybe someone will come up with another idea.

Thanks,
MIke
 

[Anonymous]

Thanks Mike. Will try this soon.

Appreciated!

-Sudhanwa