Creating a new lead in a different partition | Community
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A
Anonymous
June 9, 2017
Solved

Creating a new lead in a different partition

  • June 9, 2017
  • 4 replies
  • 5105 views

Hi Everyone.

Currently we have 4 different partition for each of our products(Schools). We also have a default partition that act as an Admin which is link with each partition individually.

The issue we currently have is when a lead already exciting in one partition(School) and filled out a form for for a different school a new lead is not created, instead the exciting lead is updated with the wrong information which end up not been sync to SFDC as this rejected it for data validation.

Is there a way that we can config the default partition to allow to created duplicates and re-assign the leads to a different partition ? 

Appreciate any suggestions.

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Best answer by Grégoire_Miche2

Hi Diego,

The drawbacks would be that, as you have the same person multiple times in Marketo, it will create multiple, separate leads in SFDC, which might (should ) be contradictory with your SFDC data policy.

-Greg

4 replies

A
Anonymous
June 21, 2017

Thanks Greg, support are looking into this and it seems for us could work!

Grégoire_Miche2
Grégoire_Miche2
New Participant
June 12, 2017

Hi Diego,

Another possibility would be to change the dedupe rule and make it email + product interest. Then when anew lead is created with a new product interest, Marketo would allow the creation of a dupe. This change can be made by support.

But then, this has obvious drawbacks, especially if you are sync'ing with a CRM, but also because it will make it very difficult to get a 360° visions of the prospect and to run targeted cross selling campaigns that are frequent and valuable in the higher education.

-Greg

A
Anonymous
June 19, 2017

Hi Greg,

Thanks for your reply and apologies for my late reply.  I think this could be a good solution for us as each of our products are independent from each other and we don't run any cross selling activities at the moment.

When you mention some drawbacks when syncing to the CRM (for us SFDC) what could you see it can be one of those?

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
June 19, 2017

Hi Diego,

The drawbacks would be that, as you have the same person multiple times in Marketo, it will create multiple, separate leads in SFDC, which might (should ) be contradictory with your SFDC data policy.

-Greg

Grégoire_Miche2
Grégoire_Miche2
New Participant
June 10, 2017

You can set rules in the default that will move the lead from one partition to another when the leads becomes interested by school #2. But the problem is that the lead will disappear from the first partition and all programs targeting it there will no longer work.

Vote here:

-Greg

    A
    Anonymous
    June 11, 2017

    Thanks Greg, That's exactly the issue that leads moved instead of creating a new one. 

    Already voted

    Josh_Hill13
    Josh_Hill13
    New Participant
    June 9, 2017

    You need the form to be in Default.

    There are other solutions if you search around here and check the docs.

    A
    Anonymous
    June 11, 2017

    Thanks Josh, that would made that partition unmanageable for us as we've so many forms per partition.

    I'll keep searching in the documentations  so far I haven't been lucky.

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