Add a rule for leads merging | Community
Skip to main content
Marie_Ligier
Marie_Ligier
New Participant
February 18, 2016
Solved

Add a rule for leads merging

  • February 18, 2016
  • 2 replies
  • 1686 views

Hi,

Is there a way to configure leads merging in Marketo ?

Marketo is synchronized with Salesforce and we use Salesforce for customers support too.

I would like to  create a rule that avoids leads merging when there is an existing contact in Salesforce with the field "support" = True.

Thanks!

Marie

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Grégoire_Miche2

Hi @Marie Ligier,

In fact, this is not about lead merging, it's about conditional blocked field updates, if I understand correctly.

There is workaround, but quite heavy: for each field you want to protect, create a second field in Marketo. Then create 2 smart campaigns for each field, using the "data value changes" trigger with a source constraint. For instance for the field "Last Name":

  • Create the field "Last Name 2" in Marketo only
  • Create a smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "sfdc"
    • Filter: Support = True
    • Flow step : "Change data value", attribute "Last Name 2", new value: {{lead.last name}}
    • Run every time, activate
  • Create a second smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "Web form fillout"
    • Filters: Support = True AND Last Name 2 is not empty
    • Flow step : "Change data value", attribute "Last Name", new value: {{lead.last name 2}}
    • Run every time, activate

-Greg

2 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
February 19, 2016

Hi @Marie Ligier,

In fact, this is not about lead merging, it's about conditional blocked field updates, if I understand correctly.

There is workaround, but quite heavy: for each field you want to protect, create a second field in Marketo. Then create 2 smart campaigns for each field, using the "data value changes" trigger with a source constraint. For instance for the field "Last Name":

  • Create the field "Last Name 2" in Marketo only
  • Create a smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "sfdc"
    • Filter: Support = True
    • Flow step : "Change data value", attribute "Last Name 2", new value: {{lead.last name}}
    • Run every time, activate
  • Create a second smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "Web form fillout"
    • Filters: Support = True AND Last Name 2 is not empty
    • Flow step : "Change data value", attribute "Last Name", new value: {{lead.last name 2}}
    • Run every time, activate

-Greg

    Josh_Hill13
    Josh_Hill13
    New Participant
    February 18, 2016

    This should be done in SFDC and you should get an app to manage this.

    Terms & ConditionsAccessibility statement

    Loading footer...