SFDC Lead Assignment Rule Not Updated

[Anonymous]

Hey Marketo Community -

We recently updated our lead assignment rules in Salesforce and have our Marketo org set up to use the lead assignment rules as defined in Salesforce. The issue, we made changes to our assignment last week and they are still somehow getting assigned to the previous entry instead of the new one.

Example:

Marketo Sync changed Lead Owner (using assignment rule) from Marketo Syncto Matt ____

Comment   ·  Like   · 

Today at 10:58 AM 

But we don't have a single rule that applies to Matt anymore...it is now Sydney. I went through the documentation to see if there was someway to refresh the sync between Marketo and Salesforce if they've gotten out of step somehow but don't see anything in the release notes/documentation.

Any help you guys can give would be greatly appreciated.

thanks,

Megan

[Jim_Thao7]

Are you seeing this issues with new records in Marketo being synced over to SFDC for the first time or existing records which already had a lead owner on their previous sync?

[Anonymous]

They are all net new records to Marketo and Salesforce.

[Josh_Hill13]

can you provide a screenshot or detailed Marketo flow step you are using? We cannot access your SFDC with the links provided (nor do you want us to).

Generally, let SFDC handle LARs and Marketo should rarely make a Change Owner or Sync Lead to SFDC=Owner Name.

[Anonymous]

We definitely have everything using Lead Assignment Rules in Salesforce...nothing is assigned via Marketo but it's like it didn't recognize our changes.

Here is the screenshot of our rules - which have not been touched since Friday - and you can see why Sales Ops owns this instead of Marketing. Notice - there is no Matt listed:

A lead example where it shows it's using the assignment rule from Marketo to Matt:

And the proof that there is no duplicate in our org:

[Grégoire_Miche2]

HI Megan,

There are absolutely nothing to do to get the new SFDC LARs "pushed" to Marketo.

The problem can come from only 3 root causes:

1. The record was not really new in SFDC and therefore the LAR did not fire when the lead was updated. See and vote for this:
2. The lead assignement was overriden by a Marketo assignment to Matt, ran from a Marketo smart campaign. But then in this case, the feed would not read 'using assignment rule'. You can still check in Marketo lead activity log and check that no explicit assignment to Matt was made from Marketo.
3. There is still an assignment to Matt made in SFDC LARs.

-Greg

[Anonymous]

Please see above screenshots as there was not a duplicate, the assignment as you noted was using the rule and there is no rule in our lead assignments for Matt.

[Grégoire_Miche2]

Hi Megan,

I would not rely too much on the lead feed to understand the issue: it does not provide enough info. What would be interesting is to get the lead history that might be seen at the bottom of the lead screen (if it is activated and set up to provide owner change info)

And also the activity log of the lead, from Marketo.

-Greg

[Anonymous]

Just an FYI - this was determined to be a bug within Salesforce. Thank you for helping me troubleshoot Marketo out of the blame game.

-M