Marketo and SFDC sync - auto assignment rule

Yun_Bai1 · ‎02-23-2018

Hello,

In Marketo SC, we set up flow steps that check and change "Product Title", "Lead Source" and other values, then use the "Auto assignment Rule" assign lead to Sales.

However, in lead's activity log and in SFDC, the results we saw are Marketo changed the "Lead Owner" first, then changed "Product Title" value. I am wondering why this happened and where went wrong. Or nothing went wrong? Anyone have similar experience with it?

In SFDC:

Changed "Owner" first, then changed "Product Title".

In Marketo:

Same order that changed "Lead Owner" first then changed "Product Title".

Thank you in advance,

Becky

Grégoire_Miche2 · ‎02-23-2018

Hi Becky,

This explains why the ordre of the change is not really under your control or does not reflect your smart campaign steps. The sync can be either a scheduled sync, an explicit sync (sync with SFDC flow step) or implicit one (caused when you run a change owner flow step or a add to SFDC campaign or a change program status if the program is sync'ed) in return, the owner and region are changed, but in the meantime, your Marketo campaigns continues and updates the title.

If you want to better control this, you need to run any data value change flow steps in Marketo before you run any flow step that causes a explicit or implicit SFDC sync. It's a tricky issue, though, and there is no perfect solution for these. The only way to completely control everything would be to put all the flow steps (Data value changes, score computation, and SFDC sync) in the same smart campaign flow, but then it clearly lacks the necessary flexibility.

-Greg

View solution in original post