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Allison_Proehl
Allison_Proehl
Level 4
Oct 16, 2018 5:40 PM UTC
Solved

Salesforce Sync Error - Duplicate

Does anyone have a way that they are notified when a lead doesn't sync over because there is a duplicate already in Salesforce? I find that every once in a while someone will fill out a form with a different email and it won't sync to Salesforce because it thinks it's creating a duplicate lead, but I don't have a way to catch these unless I am manually looking.

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Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
Oct 16, 2018 7:38 PM UTC

Even creating such a smart list of leads with a sync error is difficult. The only thing one can do is to create a list of people who should have qualified for sync but have not (SFDC Type is empty).

-Greg

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7 replies

David_Evans2
David_Evans2
Level 2
Oct 17, 2018 6:19 PM UTC

We added a custom date/time field to the Salesforce lead object (lead_created_date__c) that gets set in Salesforce (simple lookup field of the native CreatedDate field) upon lead creation. This field also syncs back to Marketo. The main purpose is to track time between lead creation in Marketo and lead creation in Salesforce (time is of the essence). Additionally, you can subscribe to a smart list that exposes leads that should have sync'd but have a blank lead_created_date__c field.

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Grégoire_Miche2
Grégoire_Miche2
Level 10
Oct 17, 2018 9:54 PM UTC

Hi David,

The elapse time is interesting. But you do not need such a field just to list records that could not sync. "SFDC Type is empty" is sufficient.

-Greg

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Chris_Wilcox
Chris_Wilcox
Level 8
Oct 16, 2018 7:34 PM UTC

Hi Allison,

Question for you, how are you checking manually?  Is there a way for you to create a Smart List of people who qualify (i.e. lead was created; lead does not have a SFDC ID or something)?  If so, you can create your Smart list and then subscribe to it and it will email you a list weekly or monthly. Not sure if that's good enough, but just a thought!

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    Grégoire_Miche2
    Grégoire_Miche2Accepted solution
    Level 10
    Oct 16, 2018 7:38 PM UTC

    Even creating such a smart list of leads with a sync error is difficult. The only thing one can do is to create a list of people who should have qualified for sync but have not (SFDC Type is empty).

    -Greg

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      Chris_Wilcox
      Chris_Wilcox
      Level 8
      Oct 16, 2018 7:40 PM UTC

      Yea that's kind of what I was thinking. Overlay whatever your lead creation rules are to qualify for a sync, then add the (AND) operator SFDC Type = Empty. That would give you a list of qualified, but unsynced contacts. Not perfect, but something?

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        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        Oct 16, 2018 7:28 PM UTC

        HI Allison,

        No there, is no possibility here.

        covered here: Marketo / salesforce integration needs a serious overhaul, don't you "sync"?

        and especially here:   and here

        -Greg

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