Hi all,
Has anyone successfully been able to assign prospects via a salesforce active assignment rule?
My issue:
I put all Pardot prospects immediately in a Salesforce Queue called unqualified prospects.
Once they hit a Pardot score of 50, the lead assignment rule runs to reassign them to sales.
However, it never triggers when the score is updated automatically by Pardot e.g. email clicks - only by manually editing the Salesforce Lead record! This means the rule itself works.
So I created a auto rule in Pardot to say 'if in Unqualified Queue, and score greater than 50, run the active lead assignment rule.....
Still no reassignment, they just sit in the Unqualified Prospects Queue :(
Any ideas would be most welcome.
This would all be so much simpler if we could reassign prospects in Pardot :)
Salesforce considers queue ownership assignment. So auto assignment rules only run once, if the lead is new and not assigned to anyone, including queues. Once they are in a queue Pardot cannot have any further effect with any of it's assignment commands. If you want to do as you suggest, you're going to have to create a flow in Salesforce to assign it when the score is greater than 50.
