topic Re: Salesforce Lead Assignment Rules don't trigger on import in DemandTools

Salesforce Lead Assignment Rules don't trigger on import

RonH — Tue, 11 Jul 2023 16:13:34 GMT

I'm using DT Version: 5.28.1. When I import leads, the Salesforce lead assignment rules don't trigger. Anyone else have this issue?

Re: Salesforce Lead Assignment Rules don't trigger on import

JonG_Validity — Tue, 11 Jul 2023 17:33:36 GMT

Hi @RonH - I am sorry to hear that Import is not performing as expected when it comes to lead assignment rules. Can you confirm that you have toggled the "Enable Assignment Rules" option on the preview grid as pictured below?

If you selected this & they are still not following those rules, I would highly suggest creating a support ticket via this form.

Re: Salesforce Lead Assignment Rules don't trigger on import

RonH — Mon, 17 Jul 2023 23:39:11 GMT

You hit the nail on the head. That was the solution Jonathan, thanks.

Re: Salesforce Lead Assignment Rules don't trigger on import

JonG_Validity — Tue, 18 Jul 2023 11:53:32 GMT

Yay, I'm glad that worked!!