Context

When Unify creates new records in Salesforce, it automatically assigns the Unify integration user as the default owner. Note: Owner assignment is not automatic - Unify does not detect the owner from the mailbox or sequence sender.

Important: Unify's owner assignment methods will not overwrite existing owner fields in Salesforce records unless write-back/overwrite is specifically configured. If a Salesforce record already has an owner, that owner will be retained even when Unify assigns ownership to a different user.

You must explicitly configure owner assignment using one of the methods below. You may want to customize this to assign records to different users or teams for better account management.

Answer

There are several ways to customize the account owner assignment for records created by Unify:

1. Set a global default value for the "Owner ID" field to assign all accounts, contacts, and/or leads to a specific user. This can be done in the Salesforce integration settings page under Set Default Values.

2. Configure per-play default values to assign records created by different plays to different users. See our guide on setting default field values for different verticals in plays.

3. Use the Assign owner Play action to dynamically assign records to specific users based on play execution. Note: The Assign Owner action sets ownership in Unify but will not overwrite the Contact Owner field in Salesforce if the record already has an owner, unless write-back/overwrite is specifically configured. This also applies if the person was already a synced contact and the play isn't configured to overwrite owner, or if there’s a sync/permission issue on writeback. See our guide on Play actions.

4. Use Salesforce's built-in lead assignment rules to implement round-robin assignment.

5. Create custom automations within Salesforce to implement more complex assignment logic.

Enhanced Implementation Guide for Assign Owner Play Action

Proper Action Placement

Important: Place the Assign owner action before any Sequence step in your Play to ensure proper routing. When configured this way, you can set your Sequence routing to "Use a mailbox associated with the company/person record owner" so emails send from—and replies go to—that owner's inbox.

Prerequisites for Mailbox Routing

• Each rep must have an assigned mailbox in Settings → Deliverability → Mailboxes

• Users must have logged in at least once

• Keep Assign owner and Sequence in the same branch, with Assign owner first

For more information, see our Salesforce integration reference guide.