"Fixup Lead Owner" - Marketo leads assigned to SFDC admin | Community
Skip to main content
April 10, 2013
Solved

"Fixup Lead Owner" - Marketo leads assigned to SFDC admin

  • April 10, 2013
  • 11 replies
  • 4385 views
Forgive me if this isn't the right venue to pose this question. I'm new to the Marketo world - have posted over on SFDC community too. Appreciate any insight from you veterans!

We're using Marketo to assign lead owners based on web visitors selection from a drop down list on a form (things like Sales Inquiry, Media Inquiry). 

Everything has been working great until suddenly there's a Marketo action after the SFDC sync that is reassigning the lead. It creates the Task, Sync Lead Updates to SFDC, but then goes to Change Data Value > Changed Lead Sales Owner from StafferA to StafferB. 

I haven't added this as a flow step in Marketo - and when I click in on it the reason given is 
"Synched from salesforce.com - fixup Lead Owner." 

We are not using lead assignment rules in SFDC yet, so I don't know why this step is now appearing. I've checked all field level permissions and Marketo still has access to everything. 

Anyone run into this? Searched articles and discussions but didn't see anything quite like this. 

And Marketo Support team says: 
The activity that you are seeing is basically reporting a change to the lead/contact record that was made at the Salesforce end. We have no control on the SFDC end to prevent such activities from happening or to see by whom they were made. This needs to be investigated from the SFDC end to see how the lead owner and by whom was changed at the Salesforce end.


This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Edward_Masson
'SFDC is overwriting Marketo's instructions to default to the adminSFDC is overwriting Marketo's instructions to default to the admin'

Ah, OK, if you do all the sync assignments in Marketo, do you have one or multiple smart campaigns with flow step of sync to SFDC and your selecting a person like the image below?


 

11 replies

Edward_Masson
New Participant
April 11, 2013
Marketo Support is right, if you create a couple of flows to sync leads to SFDC and your assigning leads to SFDC users then the lead goes down another sync flow step and is then assigned to another SFDC user then the lead will get reassigned.

Example:
Flow process for Trial Downloads and is assigned to Rep A
Flow Process for White Papers and is assigned to Rep B

Lead downloads a trial on Monday and is assigned to Rep A
Lead downloads a white paper on Tuesday and is assigned to Rep B

Activity history will show being assigned to Rep A then being reassigned to Rep B

Solution: Have your flows to use SFDC Auto assign and not assign in Marketo.

Hope this helps