2 Replies Latest reply on Jul 2, 2013 7:27 AM by 38356

    Assigning leads to the user based on external input dynamically

      Hi

      There have been similar questions posted here, but none specific to this one.

      I have around 700 counties that are mapped to 150 sales persons.
      Based on the county that a person fills(lead) the lead needs to get automatically mapped to the sales person (SFDC user).
      I need to build these assignment rules in Marketo & not in salesforce.

      When i sync a lead to salesforce(Flow action) can i use a token and assign it to a user based on input from an external form?
        • Re: Assigning leads to the user based on external input dynamically
          If you want to set up lead assignment rules in Marketo based on 700 county values and 150 salespersons, yes you can do it.  

          Assign 100% in Marketo
          Campaign will look like this:
          Smart list: (trigger to assign into SFDC, often "New lead is created" or "Form is filled out") (filter for leads with county value if you don't have a default owner)

          Flow: (150 choice steps, each says "if county is (x,y,z) then assign to (a))

          Assign within Salesforce:
          Although you said you don't want to assign within Salesforce, its worth noting this is a bit easier if you assign the counties/territories in Marketo and then create lead assignment rules in Salesforce based on the county values.
          • Re: Assigning leads to the user based on external input dynamically

                 Hey Steven

                 Salesforce is also a bit messy. The assignment rules would be manual.

                 Wrt the Marketo solution, i'm fine if this was to be a 1 time activity.
                  

                 The problem is maintenance. How do i ensure changes in the territory structure is reflected in the flow action?
                 Ideally i need this to be in an excel sheet & have Marketo look it up and dynamically make the assignment.

                 Tried a lot of stunts, namely trying to assign a lead owner via a token, but that also didn't work