re-run through sfdc auto assignment rules | Community
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J
JDNelson1
Community Manager
October 29, 2015
Solved

re-run through sfdc auto assignment rules

  • October 29, 2015
  • 3 replies
  • 2900 views

I had a field value error that caused my assignment rules to return false (ultimately putting all leads in a queue). Now that I've fixed the data, how do I run them through again?  I created a smart campaign and chose 'sync to sfdc' with 'auto-assignment rules' but it did not work.  Help!?

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Best answer by JohnCl9

Hi JD,

The auto-assignment rules will only run the first time a lead is synced to SFDC from Marketo.  It may be possible to run these again on your leads from the SFDC side, but I don't know of any way to re-trigger these from the Marketo side.

John

3 replies

Grégoire_Miche2
Grégoire_Miche2
New Participant
October 30, 2015

Hi JD,

YOu may like this idea :

-Greg

Grégoire_Miche2
Grégoire_Miche2
New Participant
October 29, 2015

Hi JD,

Marketo and SFDC assignment rules are no good friends. I wrote a couple of lines in the past few days about the fact that one should quit lead assignment rules in SFDC and use workflows instead. One key advantage of workflows is that they will trigger all the time, while lead assignment rules would trigger only at lead creation.

See this : Marketo/Salesforce Assignment Headache. Advice needed.

-Greg

J
JohnCl9Accepted solution
Employee
October 29, 2015

Hi JD,

The auto-assignment rules will only run the first time a lead is synced to SFDC from Marketo.  It may be possible to run these again on your leads from the SFDC side, but I don't know of any way to re-trigger these from the Marketo side.

John

J
JDNelson1Author
Community Manager
October 29, 2015

blarg.

thanks!

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