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Hi - my org’s SDRs currently work on Contacts owned by Sales Associates. We use Salesforce.

I have Automatic Step Reassignment (Team Cadences) as well as Automatic Task Reassignment toggled on within the Data > Cadences and Tasks section. I wish to leave these two items active should an SDR leave the organization since Leads are reassigned to other SDRs.

Does anyone have any creative solutions to suppress task and cadence step reassignment when a contact is added to Salesloft for the first time or the contact ownership is changed in Salesforce? 

This issue arose when we rolled out a Contact recycle campaign for SDRs.  

Thanks!

Hi Holly!

My name is Alex and I am a CSM here at Salesloft. 

Great question - unfortunately that setting isn't able to be customized and is an all or nothing. Anytime Salesloft ownership changes, if that Person record is on a cadence and their Assignee matches the original Person Owner, the feature will trigger to update the assignee to match the new Person Owner accordingly. 

When importing contacts from SFDC to Salesloft for the first time, is it common that those People Records are already on cadences? 

 

For the Contact Recycle Campaign - Does this happen often? Could you turn off Auto Reassignment temporarily when you do these recycle campaigns and then reenable? 

HI Alex! Answers below in red. Thanks!

When importing contacts from SFDC to Salesloft for the first time, is it common that those People Records are already on cadences?  No.

For the Contact Recycle Campaign - Does this happen often? Could you turn off Auto Reassignment temporarily when you do these recycle campaigns and then reenable? I’ll confirm frequency, but turning off auto reassignment temporarily could work. 

 

 

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