7 Replies Latest reply on Dec 10, 2016 12:58 AM by Grégoire Michel

    Can you overwrite ownership with auto assignment rules upon a form fillout?

    Nate Oosterhouse

      Hi All!

       

      Background:

      Most of our early stage leads are owned by "Marketo", the Marketo User.  We run into an issue when these people fill out a web form.  They are synced to salesforce under Marketo's ownership rather than going through the "-- Use Auto-Assignment Rules --" Sync Lead to SFDC flow action to be assigned the appropriate owner.

      Current Process:

      1. Lead fills out form

      2. Lead goes through the "-- Use Auto-Assignment Rules --" Sync Lead to SFDC flow action to be assigned the appropriate owner in SFDC.

       

      Desired Process:

      1. Lead fills out form

      2. If Lead Owner Last Name = Marketo THEN change owner to NULL (this would allow them to go through the auto assignment rules then)

      2. Lead goes through the "-- Use Auto-Assignment Rules --" Sync Lead to SFDC flow action to be assigned the appropriate owner in SFDC.

       

      Question:

      My question then is are we able to set the ownership to NULL in the flow before the Sync Lead to SFDC flow action takes place?  This person would then go through the auto-assignment rules.  If this does not work, how else can we accomplish something like this?

       

      Thanks ahead of time!