I have Salesforce and Marketo Integration, and auto-assignment rules set up to assign lead owners based on country. When leads come in through Marketo, they are automatically synced to Salesforce, but they don't appear to be assigned to their correct lead owner, instead they get assigned to the default lead owner. My only guess is that Marketo or Salesforce is not able to read the country value in time to assign the correct owner or I don't have the rules correctly in place.
So my default owner (me) gets assigned a large queue when they should clearly be sent to my other lead owners.
So, I'm not entirely sure if my auto-assignment rules are correctly in place. I'm using the "when criteria is met" option, and my values are if lead country = value or lead country = another value (and so on), then assign to lead owner y. Is this logic correct?
Here's an example of my rules:
Can someone tell me if I'm doing this wrong?
6 respuestas
My first thought is that you don't have the lead mapping set up quite right in Marketo. Is the country pulling over into the lead when you look at it in salesforce?
Also as a tip, you don't have to use filters indivually. :) You can use a comma between the countries (ex Country EQUALS United States, US, Canada, Boliva, Spain) to make it a little easier to look at.
