Lead Queue Owned Formula
I’m here at SalesLoft Admin training today and learned that several fellow admins would benefit from this solution I found to prevent SalesLoft from auto importing leads owned by queues.
Step 1: Create Salesforce Field:
Label: Queue Owned
Data Type: Formula (checkbox)
BEGINS(OwnerId , "00G")
Step 2: Add Custom Field
Step 3: Sync custom field
Queue Owned QueueOwned__c boolean <——
Step 4: Add Automation Rule Criteria
Queue Owned equal false
Adding this criteria to every automation rule that imports leads will prevent leads owned by queues from importing into SalesLoft.
This is key for any Salesforce org that uses a lead assignment rule or process that might not be instantaneous. If a lead is imported to a cadence through an automation rule while owned by a queue, the cadence will be assigned to the default admin because the owner id will not be mapped to any user in SalesLoft.