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Assignment Actions for Salesforce
You can integrate prospect assignment with Salesforce with Account Engagement automation tools. Assign prospects to queues, or use active assignment rules.
Assignment Action Options with Salesforce
These assignment actions are available in business units with a verified Salesforce connector.
- Assign to queue—Assigns a prospect to a Salesforce lead queue when the requirements of the rule are fulfilled. This action doesn’t reassign prospects who already have an owner. Don’t use this action if your connector is set up for reverse syncing.
- Assign prospect via Salesforce active assignment rule—Pushes a prospect to your Salesforce active assignment rule when the rule requirements are met. The prospect is synced to Salesforce without an owner. After the rule assigns the prospect, it’s synced back to Account Engagement with the assigned owner. This action doesn’t reassign prospects who already have an owner.
Reassignments and Connected Users
We recommend creating and connecting Account Engagement users for each Salesforce user that is regularly assigned leads or contacts. Use Salesforce User Sync or manually map users so that assignments sync seamlessly between the two systems. If the Salesforce user isn’t connected with the Account Engagement user, a prospect’s assigned owner doesn’t match between systems.
After a record is assigned in both systems, the reassignment must be made in Salesforce.
| Scenario | Action | Result |
|---|---|---|
Salesforce record doesn’t exist. Account Engagement record exists and is ready to be assigned. |
Account Engagement record is assigned to a user that isn’t connected to a Salesforce user. | Record is created in Salesforce and assigned to the connector user. This assignment is the default assignment. |
Salesforce record is created. Account Engagement record doesn’t exist. |
Salesforce record is created and assigned to a user that isn’t connected to an Account Engagement user. | If your connector is configured to create prospects when a record is created in Salesforce, an unassigned prospect is created in Account Engagement. |
Salesforce record exists in Salesforce and is ready to be reassigned. Account Engagement record exists in Account Engagement. |
Salesforce record is reassigned to a user that isn’t connected to an Account Engagement user. | Account Engagement record remains assigned to the original assigned user. |
Salesforce record exists in Salesforce and is ready to be reassigned. Account Engagement record exists in Account Engagement. |
Salesforce record is reassigned to a user that is connected to an Account Engagement user. | The assigned user is updated in Account Engagement. |
