#Lead Assignment Rules0 discussing

Hi. I found this article that perfectly describes the issue we are experiencing https://help.salesforce.com/s/articleView?id=000384839&type=1 When we create a lead in the website and an API is suppose to create a lead, it is assigned, but no email is firing. When I recreate the criteria in the UI, it does. However, reading the article, I do not know where to go to address the issue. I have checked all the other things: DKIM, Deliverability, etc. so I am fairly confident it is the issue that the article descibes.

#Lead Assignment Rules

Hi,

I have a queue with two users, everytime a lead from X country is created, it is assined for this queue.

How can I reassign it to the queue's user A and next created lead to user B ?

#Salesforce Admin  #Saleforce Administrator  #Leads  #Lead Assignment Rules

I've created a custom external id field in leads i'm using that field to upsert leads coming from external sources

But I've a scenario i need to import leads from csv but when i try to import leads using data import wizard and i cannot see my external id custom field in "match by" field

How to overcome this or do we need to use data loader ?

#Sales Cloud #Salesforce Developer #DML #Lead Assignment Rules

I created a lead assignment rule that follows this logic:

- If a lead has a Pardot Score over a 50 AND they are located in the United States -> Assign it to Salesperson.

- If a lead does NOT meet the criteria above -> Assign it to me

My questions is:

- if a lead goes through the lead assignment rule and gets assigned to me, and then it later matches the criteria to be assigned to salesperson, how can I set it up so that it reassigns itself to the salesperson when it meets the necessary criteria?

#SalesCloudAskAnExpert

Hi trailblazers,

I have a question regarding the lead assignment rules..

How does the queue works when assigning users in lead assignment rules? 

Is it possible with standard functionality to have a round robin set up with 6 people... but they are split up into 2 teams... 3 people per 2 products. Product 1 leads evenly distributed between 1-3 users and product 2 leads evenly distributed between 4-6 users. Any suggestions on a better way to set up that use case?  Their current set up is not evenly distributing the leads. Thank you!

#Leads  #Lead Management  #Lead Assignment Rules  #Round Robin  #Sales Cloud

#Leads  #Lead Management  #Lead Assignment Rules  #Round Robin  #Sales Cloud

#Leads  #Lead Management  #Lead Assignment Rules  #Round Robin  #Sales Cloud

#Leads  #Lead Management  #Lead Assignment Rules  #Round Robin  #Sales Cloud

Hi there! There's an issue with my round-robin lead assignment. From what I can see so far it's isolated to Lead Source= Website. Otherwise the leads look like they are being equally routed to our 3 sales reps. Should I modify my Round Robin formula?

It's currently:

MOD(VALUE(Lead_Number__c) ,3)+1

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 :)

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#SFDC Campaigns #Pardot #WebToLead #Sales Automation #Service Cloud #Sales Cloud Enterprise #Marketing Cloud   #Lead Assignment Rules #Case Assignment Rule

Hi, everyone. This could have been already answered in the thread here but I can't find a way to search through it, so there it goes: what happens w/ automated email sending from a specific Pardot user (via drip programs, engagement studio programs, etc.) to their assigned prospects, if that said Pardot user is suddenly deleted?