Automatic Step Reassignment Compatibility

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    Darcy Groom

    Hey Jason - assuming you're referring to this setting, the answer is yes. This setting is purely dependent on the owner of the Person record in SalesLoft. If you update the owner in SalesLoft, any team cadence steps assigned to the previous owner will transfer to the new Person Owner.

    While teams with SFDC do use the SalesLoft / Salesforce integration to update/sync person ownership, this particular setting is only looking at SalesLoft Person Ownership.

    Hope that helps! Best of luck!

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    Jason Thomas

    Thanks!

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