This content has been marked as final. Show 2 replies
Let me do some more investigation and reply further to your questions.
One comment. It is better to avoid lead assignment logic scattered across both the systems Marketo and SFDC. Either do all assignments in Marketo or using SFDC LARs. Mix and match might create issues down the line for maintanance etc.
Mary, this is usually a great idea. As Rajesh noted, it is often best to have a central system moving the leads around.
1. Holding Tank Queue - this is only for SFDC Leads.
Marketo can have a central flow that says Net New Leads get assigned to Holding Queue. We know it is net new because it has SFDC TYpe=EMPTY
SFDC Contacts already exist, so this is not necessary for them. But keep in mind if you assign a Contact to a Queue, it duplicates the record as an SFDC Leads.
2. Existing records are ok because Marketo will have deduped it (by email address) and your flow in #1 will be ok. If the record isn't deduped by email, then a new dupe is created.
3. Moving Leads Out of the Queue
I usually have at least 2 flows handling this and there are two methods:
SFDC Method - trigger a Change Owner if Lead Status=MQL, then run LARs. This will require special Apex trigger because LARs run once by themselves.
Marketo Method - trigger MQL:
SFDC Lead: Change Owner from Queue to X
SFDC Contact - assign task/alert to Owner