Prevent Unwanted Lead Owner Updates in Salesforce

Hi ! When I am updating the Salesforce Lead Record, it is automatically updating the Lead Owner which I dont want. What I see on Salesforce is that "Lead Owner has been changed based on the Assignment rule, which I didn't use.

4 comments

Channeled
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Mark L.
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Hi Disha, Clay should defer to whatever Lead Assignment Rules are in place in Salesforce. Your Salesforce admin (if you're not that person) should be able to review the lead assignment rules currently in place. If necessary, they can add an exception so that they do not run in certain circumstances. For example, a rule entry could be added with an action to "Do Not Reassign Owner", based on certain criteria (e.g. the user is Clay Integration, or if a certain Clay-set value is present, etc.).
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Channeled
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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
Channeled
APP
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