Lead Queue Owned Formula

Lead Queue Owned Formula

Iā€™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")  

Formula:

Step 2: Add Custom Field

Step 3: Sync custom field

Queue Owned QueueOwned__c boolean <ā€”ā€”

Step 4: Add Automation Rule Criteria

Queue Owned equal false

End Result

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.

Revenue Recognition for Salesforce Admins

Revenue Recognition for Salesforce Admins

Velocity and Conversion Ratios for Any Sales Funnel

Velocity and Conversion Ratios for Any Sales Funnel