If you're saving leads or contacts to Salesforce with LeadIQ and you find that they're being assigned to the wrong person, there are a few things to check.
1. Default Value for Owner
The first possibility is that the Override Owner might be set from your LeadIQ admin.
- Navigate to your Salesforce configuration page and click Default Values, or just click HERE.
- Make sure the Override Owner field is not set under Lead or Contact. This will ensure that everyone is the owner of their own saves in Salesforce. If an individual is set here, ALL captures will be owned by the listed individual when exported to Salesforce.
2. Assignment rules in your Salesforce
The second possibility is that you have rules set up in Salesforce that are superseding LeadIQ so while LeadIQ is passing the correct Owner value, your Salesforce has an assignment rule that is overriding the Owner value coming from LeadIQ.
For this you have two options.
A. Turn off all assignment rules.
B. Add logic to your assignment rules so they ignore Leads or Contacts coming from LeadIQ.
For option B, the way you can identify leads coming from LeadIQ is with the Lead Source field.
Here's what you need to do:
- In your Salesforce, you are going to create a new value in the Lead Source picklist.
- Log in to Salesforce and click Setup
- On the left side navigation, under Build, click Customize > Leads > Fields. (if you are saving as Contact in Salesforce click Contacts instead of Leads here)
- This will show a list of all your fields for this object. Click Lead Source
- Under the section titled "Account/Lead Source Picklist Values", click New.
- In the text field, type the value you would like to add. Most customers simply call it "LeadIQ". The click Save.
- Now, navigate to the LeadIQ integrations page and click Configure on Salesforce.
- Click the big green Resync Team button. This will enable all of your users' LeadIQ instances to see the new Lead Source value you just created. This can take several minutes to complete. Please be patient and stay on this page until it completes.
- Click Default Values.
- Make sure you are under the correct object type.
- Find the Lead Source field under the desired object type, and in the picklist select the new Lead Source value you created.
- It will save automatically and push to the entire team. Now all leads/contacts created by your team will have the Lead Source value you set.
- Now you need to set your Assignment Rule(s) to ignore incoming leads/contacts with that Lead Source.
- Go back to Salesforce and click Setup.
- In the Quick Find search bar type "assignment rules", then click Lead Assignment Rules when it comes up.
- Click the Assignment Rule you want to modify.
- Under "Rule Entries" click New.
- Set the Sort Order to 1, then set the Field to either "Lead: Lead Source" or "Contact: Lead Source" depending on which object type you're creating. Set the Operator to "equals" and set the Value to "LeadIQ" using the search icon next to the field. Make sure you have "Do Not Reassign Owner" checked under Step 3. The logic you are setting here is "If the Lead Source equals LeadIQ, do not reassign the owner". Then click Save.
- In theory, once you complete this for all relevant assignment rules you are done. However, you will want to test it now by doing some saves with LeadIQ. Salesforce is complex and depending on the logic you have for your assignment rules, the steps outlined here may not be exactly what you need to do. In other words, you might need to mess with it a bit. We hope that this article is of some benefit.