Failsafe to prevent task creation to deactivated user in SFDC | Community
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rish_tracktik
New Participant
November 12, 2020
Question

Failsafe to prevent task creation to deactivated user in SFDC

  • November 12, 2020
  • 2 replies
  • 1686 views

Hi all,

 

We are using auto-assignment rules for our task creation from Marketo. We recently had a situation where a task was updated for a contact in SFDC. The task was never created in SFDC because the contact owner was a deactivated user in SFDC or someone who left organisation. 
Somehow our Sales enablement team caught this. We want to put a Failsafe in place that whenever such a situation happens the task should be routed to an active user or I can pick one active user who should receive all these tasks to avoid any RACE condition. 
Is there a workaround available for this? 
Any suggestions would be very helpful, how to handle this scenario.

Thanks

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2 replies

Jay_Jiang
Jay_Jiang
New Participant
November 13, 2020

Marketo would need to be able to read the SFDC User object field isActive, which it can't, to be able to make a decision.

A solution would certainly need to be deployed in SFDC - likely an Apex trigger for when a task/activity is created, check if owner isActive = true

A solution would certainly need to be deployed in SFDC - likely, assign all tasks to the sync user and an Apex trigger for when a task/activity is created, check if sales owner isActive = true, and reassigns the task to that owner

 

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    November 12, 2020

    Don't see how this is a race condition... though it is an unwanted outcome, certainly.

     

    Not aware of a way to workaround it, though, within Marketo. Seems like a sales-side (that is, SFDC-side) procedure should already exist to reassign ownership.

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