AnsweredAssumed Answered

Advice on using SFDC Queues/Assignment Rules?

Question asked by eaa71e3687e5067ab4309495125e117613dd1327 on Aug 24, 2014
Latest reply on Aug 25, 2014 by Josh Hill
Hi Community,

I am embarking on changing our model from Marketo syncing some leads to SFDC to Marketo syncing all leads (mirroring the databases) and utilizing SFDC Queues with Assignment Rules to keep the cold leads in a holding tank until they deserve to be presented to sales for qualifying. We want to do this to reduce duplicates from being created by sales reps in SFDC as well as a few other reasons. I would love some feedback from others who have done this because I have not found documentation on how to do this. Here are some things I am wondering...

  1.           I have made a queue in SF called "Mkting Holding Tank" but I can't get my head around what the assignment rule should be doing. It's likely something simple but the options in SFDC aren't making sense to me. What criteria need to be met in order to put all new leads into this queue?
  2.           What if a new lead is created in Marketo, it runs through a trigger campaign in Marketo: If lead is created > sync lead to SF > assign to "Marketing Holding Tank", and it is already in SF as a contact? From what I am reading a duplicate is created. Is there a second process that handles this? It won't demote them to a lead but what should be done?
  3.           Once all of the above is working, Marketo is listening for certain actions that move leads out of this queue. We have scoring set up to listen and certain interesting moments also push people to sales. To move leads out of the holding tank can I just use a Marketo Campaign saying "change Lead Owner" or does something need to be configured in SF too?
Any insights would be much appreciated as I don't want to be messing up both systems, yikes. 

Thanks!!

Outcomes