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LenoxSoft does not use the Leads object in their Salesforce instance. This requires Marketing Cloud Account Engagement to create Contacts only if a new prospect record is created in Marketing Cloud Account Engagement and then assigned to a sales user. The sales manager also requires assignments to be distributed evenly across the sales teams.
How should LenoxSoft get started?
Suggested Answer: D
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36 comments · newest first
FE
Felicidad
11 months ago
Option C sounds interesting, but is reverse sync really necessary?
FR
Freida
11 months ago
Wait, can they really assign contacts without using Leads?
RO
Rolande
11 months ago
Totally agree, B is the way to go!
CR
Craig
11 months ago
I prefer option D for its simplicity in assignments.
PA
Paris
11 months ago
I think option B makes the most sense for new prospects.
MI
Milly
12 months ago
I vaguely remember something about optional Salesforce connector settings. I wonder if option D is the best way to ensure even distribution among the sales team.
CA
Cassie
12 months ago
I feel like enabling reverse sync could be a good idea, but I can't recall if it’s necessary for this scenario. It seems a bit complicated.
DE
Deane
1 year ago
I think option B sounds familiar. We practiced something similar where we added new records to Salesforce directly from Marketing Cloud. That might be the right approach.
KE
Kenia
1 year ago
I remember we discussed the importance of using Automation rules for managing new prospects, but I'm not sure if we should focus on Dynamic Lists or just stick with Automation rules.
GE
Gerry
1 year ago
The key here is to find a way to automatically create the contacts in Salesforce and then distribute the assignments evenly. I'm leaning towards option A, as the Dynamic List and Automation rule seem like a good way to handle that.
LA
Latanya
1 year ago
I'm a bit confused about the "reverse sync" feature mentioned in option C. I'll need to research that a bit more to see if it's the right approach for this scenario.
AN
Annalee
1 year ago
Okay, let's break this down step-by-step. We need to create new contacts in Salesforce based on new prospects in Marketing Cloud, and then evenly distribute the assignments across the sales teams. I think option B might be the way to go.
OL
Olga
1 year ago
This question seems straightforward, but I want to make sure I understand the requirements correctly before I attempt to answer.
SH
Shonda
2 years ago
I wonder if Lenox's sales manager is trying to avoid the 'Hunger Games' style of lead assignment among the sales team.
BE
Beatriz
1 year ago
C) Enable the reverse sync feature through Marketing Cloud Account Engagement Support and create an Automation rule to assign prospects to a user in a group.
LU
Lura
1 year ago
B) That sounds like a good idea to ensure leads are evenly distributed.
KA
Kandis
1 year ago
A) Build a Dynamic List looking for new prospects and create an Automation rule to assign members of that list via Salesforce Assignment rules as contacts.
DE
Delpha
2 years ago
Hmm, I'm not sure. Option A with the dynamic list and Salesforce assignment rules could work, but it seems a bit more complicated than the other options.
JA
Jame
1 year ago
C) Enable the reverse sync feature through Marketing Cloud Account Engagement Support and create an Automation rule to assign prospects to a user in a group.
DO
Dorothy
1 year ago
B) That sounds like a good plan. It would streamline the process.
HU
Hubert
2 years ago
A) Build a Dynamic List looking for new prospects and create an Automation rule to assign members of that list via Salesforce Assignment rules as contacts.
JO
Josephine
2 years ago
I think Option D is the winner! Enabling the Salesforce connector setting and creating an automation to assign prospects to a sales user is probably the most efficient solution.
LE
Leota
1 year ago
Let's go with Option D then.
JO
Johanna
1 year ago
It sounds like a simple and effective solution.
SH
Shad
1 year ago
I agree, enabling the Salesforce connector setting is key.
SI
Simona
2 years ago
Option D is definitely the way to go.
SH
Sherrell
2 years ago
I'm not sure about option A. I think option B might be better since it directly adds new records to Salesforce as contacts and then assigns them using Salesforce Assignment rules.
CI
Ciara
2 years ago
I'm leaning towards Option C. Enabling the reverse sync feature and then creating an automation to assign prospects to a user group sounds like the best way to distribute the leads evenly across the sales team.
WI
Wilda
1 year ago
I agree, it seems like the most efficient way to handle the assignment process.
KA
Kami
1 year ago
Option C sounds like a good choice. Enabling reverse sync can help with distributing leads evenly.
LE
Leonardo
2 years ago
Option B seems like the way to go here. Building an automation rule to add new prospects directly to Salesforce as contacts and then assign them via the assignment rules is a straightforward approach.
ME
Merri
1 year ago
Option B seems like the way to go here. Building an automation rule to add new prospects directly to Salesforce as contacts and then assign them via the assignment rules is a straightforward approach.
BE
Bernadine
1 year ago
B) Build an Automation rule looking for new prospects and add new records to Salesforce as contacts and assign via Salesforce Assignment rules.
SH
Sheron
1 year ago
A) Build a Dynamic List looking for new prospects and create an Automation rule to assign members of that list via Salesforce Assignment rules as contacts.
GE
Gertude
2 years ago
I agree with Lore. Option A seems like the most efficient way to ensure new prospects are assigned evenly across sales teams.
LO
Lore
2 years ago
I think option A is the best choice because it involves building a Dynamic List to identify new prospects and then using Salesforce Assignment rules to assign them as contacts.