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Salesforce Lead Assignment Rules don't trigger on import

RonH
Explorer

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?

1 ACCEPTED SOLUTION

JonG_Validity
Validity Team Member
Validity Team Member

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?

JonG_Validity_0-1689096777242.png

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


Regards,

Jonathan Greenip
Customer Success Manager

View solution in original post

3 REPLIES 3

JonG_Validity
Validity Team Member
Validity Team Member

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?

JonG_Validity_0-1689096777242.png

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


Regards,

Jonathan Greenip
Customer Success Manager

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

JonG_Validity
Validity Team Member
Validity Team Member

Yay, I'm glad that worked!! 


Regards,

Jonathan Greenip
Customer Success Manager