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Account Engagement Automates… Lead Reassignment

By Salesforce Labs

Reassign Leads from Pardot

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Free  

Never requires payment

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Business Need
Sales
Marketing
Marketing Automation
Requires
Sales Cloud
Marketing Cloud Account Engagement

Streamline your Lead lifecycle! Install pre-built automation to leverage Lead Assignment Rules and quickly reassign Leads from Account Engagement.

  • Learn more about Account Engagement Automates... Lead Reassignment

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Marketing Cloud Account Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
This app relies on Marketing App Extensions, which are available for Account Engagement customers with Plus, Advanced, or Premium Editions.

App Details

Version
MCAE Automates Reassignment/Summer 23 1.0.0
Listed On
10/09/2023
Latest Release
10/09/2023
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/30/2023

Additional Details

Every organization has their own Lead lifecycle - this app allows you to better support your own lifecycle! Install pre-built automation to leverage Lead Assignment Rules and quickly reassign Leads from Account Engagement. With this solution, Marketers can ensure data integrity across all integrated systems, accurate Campaign reporting, and that the right team member is assigned at the right time for every Lead. By leveraging Lead Assignment Rules and Account Engagement to handle reassignment, marketers can increase process efficiency, drive Sales-Marketing alignment, and supercharge the Lead lifecycle!

Need help?

Salesforce Labs

San Francisco, CA, USA

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