11 Replies Latest reply on Feb 23, 2018 2:24 PM by Yun Bai

    Marketo and SFDC sync - auto assignment rule

    Yun Bai

      Hello,

       

      In Marketo SC, we set up flow steps that check and change "Product Title", "Lead Source" and other values, then use the "Auto assignment Rule" assign lead to Sales.

      However, in lead's activity log and in SFDC, the results we saw are Marketo changed the "Lead Owner" first, then changed "Product Title" value. I am wondering why this happened and where went wrong. Or nothing went wrong? Anyone have similar experience with it?

       

      In SFDC:

      Changed "Owner" first, then changed "Product Title".

      In Marketo:

      Same order that changed "Lead Owner" first then changed "Product Title".

       

      Thank you in advance,

      Becky

        • Re: Marketo and SFDC sync - auto assignment rule
          Jim Thao

          Are you saying that a flow #2 (sync lead) executed before flow #1 (change data value)? If so, that's not right.

           

          However, it's hard to distinguish from your screenshot whether or not all of this happens w/in the same campaign or if they're separate campaigns.

          • Re: Marketo and SFDC sync - auto assignment rule
            Grégoire Michel

            Hi Becky,

             

            Are these changes of values caused by a Marketo Smart campaign or and SFDC workflow and synced back to Marketo ? Your screenshots does not enable us to know that.

             

            -Greg

              • Re: Marketo and SFDC sync - auto assignment rule
                Yun Bai

                Hi Greg,

                 

                Nice to see your comment. It's late your time.

                 

                Great point. Thank you. I checked that looks like "Change lead owner" was synced from SFDC (screenshot as below). Region value got changed also synced from SFDC. However, for sure changed "Product Title" is from Marketo campaign.

                 

                I've been told that our SFDC assign lead owner rule is based on the order of "Email, Created by, Lead Record Type, Product Title, then Country ....". Not sure why SFDC changed "Lead Owner". But this is a good point to check.

                 

                 

                 

                Thank you,

                Becky

                  • Re: Marketo and SFDC sync - auto assignment rule
                    Grégoire Michel

                    Hi Becky,

                     

                    This explains why the ordre of the change is not really under your control or does not reflect your smart campaign steps. The sync can be either a scheduled sync, an explicit sync (sync with SFDC flow step) or implicit one (caused when you run a change owner flow step or a add to SFDC campaign or a change program status if the program is sync'ed) in return, the owner and region are changed, but in the meantime, your Marketo campaigns continues and updates the title.

                     

                    If you want to better control this, you need to run any data value change flow steps in Marketo before you run any flow step that causes a explicit or implicit SFDC sync. It's a tricky issue, though, and there is no perfect solution for these. The only way to completely control everything would be to put all the flow steps (Data value changes, score computation, and SFDC sync) in the same smart campaign flow, but then it clearly lacks the necessary flexibility.

                     

                    -Greg

                    1 of 1 people found this helpful
                      • Re: Marketo and SFDC sync - auto assignment rule
                        Yun Bai

                        Thanks so much Greg. I am still digesting your helpful comments. We do including lots of data value change flow steps in each sync to SFDC campaign. Normally we use each "data value change" flow to check and change each important value, such as "Product Title", "Lead Source", "Lead Score", "Lead Type" etc, then will use "Auto-assignment rule" sync lead to SFDC. But even this still can't prevent the interruption from explicit sync (from SFDC to Marketo). However, based on the SFDC assignment rule which had been set up in SFDC, it shouldn't assign lead to a owner just based on Country.

                         

                        I want to thank you again, will talk to our SFDC team to see if there is something we can figure out or if this is make sense for them to understand.

                         

                        Have a great night,

                        Becky

                    • Re: Marketo and SFDC sync - auto assignment rule
                      Yun Bai

                      However, from Lead Activity log, even based on the screenshot from my previous message. It looks like SFDC synced "lead owner" value. However, in SFDC, under the same lead record. It shows that Marketo Sync changed "Lead Owner" value (please see screenshot below). I believe our SFDC team will through this back to me and ask me why...