Context

When Unify creates or updates records in Salesforce, ownership behavior depends on how the record was enrolled:

• Via Plays: Unify uses the integration user by default. Owner assignment is not automatic - Unify does not detect the owner from the mailbox or sequence sender unless explicitly configured.

• Via Chrome Extension: The Chrome Extension does not currently support dynamic owner assignment based on the enrolling rep. It leaves the Owner field unset, which causes Salesforce to default to the integration user or your configured assignment rules.

If you're using Plays

There are several ways to customize owner assignment for records created through Plays:

1. Set a global default Owner ID - assign all accounts, contacts, and/or leads to a specific user. Configure this in the Salesforce integration settings under Set Default Values.

2. Configure per-play default values - assign records from 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 - dynamically assign records to specific users based on play execution.

   • Note: This 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.

Proper Action Placement for Assign Owner

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

If you're using the Chrome Extension

The Chrome Extension cannot currently write the enrolling rep back as the Salesforce Account Owner. There is no setting or configuration that enables this - it is a product limitation being actively worked on.

In the meantime, the following workarounds apply:

1. Set a global default Owner ID — this won't assign the enrolling rep dynamically, but it will prevent the integration user from appearing as owner. Configure in Salesforce integration settings under Set Default Values.

2. Use Salesforce's built-in lead assignment rules — implement round-robin or territory-based assignment logic that fires after Unify creates the record.

3. Create custom automations within Salesforce — for more complex assignment logic based on record attributes.

For more information, see our Salesforce integration reference guide.