I recently had to create a round robin assignment of new leads to sales. Since it took a bit to figure out, and many calls with the awesome Eloqua Tech Support, I thought I'd post it for reference.

 

Note, you will have to create and map a few fields along the way.


1. Create Group of Users who will receive the Leads

 

SETUP > ADMINISTRATION > USERS > NEW SECURITY GROUP

 

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STEP 2. SYSTEM OPTIONS - do not change the default values

 

STEP 3. SELECT AGENTS - pick the members of the round robin assignment

 

 

2. Modify your CRM Update program (create only unique leads).

 

Find the decision rule immediately before the program step that creates a Lead in Salesforce. In my case it is this one:

 

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Edit the ownership rule:

 

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Add a new assignment rule, name it and pick Rule Type: Round-Robin

 

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In the next screen, pick the group you created in step 1.

 

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Save and close:

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3. Create new program step: Update Source Records with Program Step Owner and pick the Contact Field Lead Owner in the Action Parameters.

 

Note that you might have to go create the field.

 

 

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4. Find the Salesforce user ID of your sales people.

 

The quickest way to do that is select the user going to CHATTER > PEOPLE > [NAME] and then look at the URL. the last characters are the user ID, which you will need for the next step.

 

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5. Create a new Program Step to populate Owner ID. The Default Action is Update Contact/Prospect/Company Data and new Update Rule:

 

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This step is necessary to match the Eloqua Lead Owner field to the Salesforce Lead ID.

 

To create a new rule set:

 

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In the rule, match the Salesforce User ID (an alphanumeric string) to the Eloqua User ID (in our case it is FistName.LastName)

 

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Save and you should end up with this:

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This is what the rules look like at the end.

 

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I want to give a huge thanks to the Eloqua King that helped me through figuring this all out: Christopher Young, you rock!

 

Feel free to reach out if you have questions / comments.