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Soledad_Angel
Soledad_Angel
New Participant
August 30, 2018
Solved

Merge Lead and Contact, but do not convert

  • August 30, 2018
  • 1 reply
  • 3961 views

Hi all,

As per Marketo:

  • When merging Leads and Contacts together, all Leads are converted to Contacts prior to merging per normal Salesforce rules.

Is there a way to merge two people in Marketo, but keeping the Lead, instead of Contact? In many instances, the contact in SFDC does no longer exist, but the record remains in Marketo, hence when I merge the two people, understands that needs to convert the lead into a contact. Is there any way to avoid the behavior?

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Best answer by Grégoire_Miche2

Hi Soledad,

I do not think this is possible for the moment, until Marketo enables to totally unsync the contact. The default behaviour is that a sync in Marketo should also be a sync in SFDC. This is because the system maintains data consistency, as much as it can. Ad in SFDC, it's impossible to merge a contact into a lead, only to merge a lead into a contact.

It might be possible using sync filters, but it would take some testing to be sure, and I am not very confident it could work.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
August 30, 2018

Hi Soledad,

I do not think this is possible for the moment, until Marketo enables to totally unsync the contact. The default behaviour is that a sync in Marketo should also be a sync in SFDC. This is because the system maintains data consistency, as much as it can. Ad in SFDC, it's impossible to merge a contact into a lead, only to merge a lead into a contact.

It might be possible using sync filters, but it would take some testing to be sure, and I am not very confident it could work.

-Greg

    Soledad_Angel
    Soledad_AngelAuthor
    New Participant
    August 31, 2018

    Makes sense... Not exactly what I need, but makes sense. I guess I will need to remove the contact, instead of merging, but it is a shame that some info may just be lost completely. Our contact is a duplicate and just the lead should remain, so I do not see a work around.

    Thanks, Gregoire!

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    August 31, 2018

    What is the rationale behind keeping a lead instead of a contact ?

    -Greg

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