Sync leads to SFDC and assignment rules

[Richard_Wasylyn]

We only want to use lead assignment rules in SFDC for net new leads that go into the system. Should I be adding a choice to the sync flow to say - If create date is in the past 20 minutes use auto assignments otherwise do nothing.

Is "create at" the correct attribute to use?

[Josh_Hill13]

How do you determine the lead is net new?

Any lead that comes into marketo that is brand new could be synced using Auto Assignment Rules and it would meet your conditions...as far as I can tell.

Existing leads assigned to a User don't get changed when they go through this process. You have to use Change Owner.

[Richard_Wasylyn]

Net new would mean that the lead does not exist in SFDC and hasn't been assigned.

We had a sync to SFDC step on our flow and simply had it set to use auto assignment rules. The problem is we are moving data that is our target market and updating data values and adding to SFDC campaigns. We only want the assignment rules to run on new leads to the CRM.

[Josh_Hill13]

My understanding of the Sync Lead to SFDC flow is that it only functions the first time a Lead is sent to SFDC.

For instance, if the lead is not already in SFDC, the sync will assign it to whoever Auto Assignment Rules indicate.

If the lead is already Owned by a User, it will simply update the lead. I believe this also works when the lead is owned by a queue already.

So yes, the Auto Assignment will only run on your net new leads.

https://community.marketo.com/MarketoArticle?id=kA050000000LAAhCAO

https://community.marketo.com/MarketoArticle?id=kA050000000Kyr2CAC