Dear Marketo community,
Does anyone know if it’s possible to trigger Lead Owner re-assignment of an existing Salesforce lead using Marketo? And if so, how?
We’re exploring options to sync all Marketo records to SFDC, including pre-MQLs.
Pre-MQLs currently exist in the Marketo environment only.
The rationale is to assign pre-MQLs to the Marketo Sync SFDC user profile during the initial sync.
Once a lead qualifies as an MQL, lead ownership should re-assign to the relevant salesperson according to the active Salesforce assignment rules.
..the Change Owner flow step. However this option forces you to select a specific named SFDC user.
While this is the obvious option, I'm curious if there are any workaround possibilities where we don't need to re-build the same assignment rules in Marketo that already exist in Salesforce.
I also did a test on an existing lead record using the Sync Person to SFDC flow step with “Use Auto-Assignment Rules” but didn’t really expect this to work. And it didn't.
Any thoughts, ideas, comments…chuck them my way.
Thanks in advance.
I guess this depends on your Salesforce setup, but we for instance need to set the field "RunAssignmentRules" to TRUE in order to have Salesforce's assignment rules kick in.
Database.DMLOptions dmo = new Database.DMLOptions(); dmo.assignmentRuleHeader.useDefaultRule = true;