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Orchestrating lead creation triggers

Question asked by Joshua Wood on Sep 20, 2016
Latest reply on Sep 29, 2016 by Andy Varshneya

When a lead is created it is ideal to have the triggers fire in sequence prior to syncing to sfdc for a number of reasons (accuracy when running through routing rules, leads running through the right choices in workflows, etc). We have a number of trigger campaigns that fire at the same time as our initial lean cleanup/pass through daisy chain (enrichment, data validation, segmentation, etc).

 

While the daisy chains fire in a desired order (request campaigns due to lack of flow dependencies) the triggers do not. This sometimes results in data issues if a lead isn't in the right segment when a flow dependent on segments fires etc.

 

Looking for best practices on how other orgs setup and prioritize their "lead onboarding" flows.

 

Josh

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