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PetyrCa
New Participant
August 30, 2016
Solved

Update to Contact Account in SFDC

  • August 30, 2016
  • 3 replies
  • 3665 views

Does Marketo have the ability to update the account a contact is associated to in SFDC?

Use Case.

SFDC Contact Joe Doe exist in SFDC as a contact and a lead in Marketo under the company name Bank of America

Joe Doe completes a web form and updates his company name to Wells Fargo.

The company name to the lead record in Marketo is updated to Well Fargo.

QUESTION

What happens to the contact in SFDC associated to the lead in Marketo?

Does Marketo update the account name of the contact to Wells Fargo?

What happens if there is more than one Well Fargo in my SFDC, how would Marketo know which Wells Fargo account to associate to the contact?

What happens if the account doesn't exist in SFDC?

Would I now have a lead record in Marketo that has a different company name from the company name associated to the contact in SFDC?

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Best answer by Grégoire_Miche2

Hi Petyr,

Since in SFDC, you have a contact, it is attached to the account Bank of America.

Marketo does not update account data. Never. So in SFDC, the account name remains Bank of America. Nor Marketo will reassign the contact to another account.

On next update of the account in SFDC, the account info will also be pushed to Marketo and the Marketo lead company name will be set back to Bank of America.

-Greg

3 replies

William_Finnen
William_Finnen
New Participant
August 31, 2016

Thanks for the recommendation Josh.

Petyr-  Feel free to reach out to me to discuss how RingLead can help you with this initiative.  My email is Billy@ringlead.com or by phone at (631)353-7245.

P
PetyrCaAuthor
New Participant
September 8, 2016

Hi Billy,

I might be interesting in Ring Lead at some point to help clean our data, but I have too much on my plate right now to re familiarize myself with Ring Lead. I would also not be the decider or buyer but more like an influncer.

Josh_Hill13
Josh_Hill13
New Participant
August 30, 2016

No, this is not possible with Marketo.

You should consider a tool like RingLead to assist with this situation.

If the Lead updated their EMAIL to be @wellsfargo.com, then Marketo will treat this as a new lead, which you should too. The person moved to a new firm and is effectively new and no longer with BOA. So you would not expect any system to "move" the record to a different Account.

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    PetyrCaAuthor
    New Participant
    September 8, 2016

    thanks for the feedback Josh

    Grégoire_Miche2
    Grégoire_Miche2Accepted solution
    New Participant
    August 30, 2016

    Hi Petyr,

    Since in SFDC, you have a contact, it is attached to the account Bank of America.

    Marketo does not update account data. Never. So in SFDC, the account name remains Bank of America. Nor Marketo will reassign the contact to another account.

    On next update of the account in SFDC, the account info will also be pushed to Marketo and the Marketo lead company name will be set back to Bank of America.

    -Greg

      P
      PetyrCaAuthor
      New Participant
      September 8, 2016

      Thanks @Grégoire for your answer, it helped a lot

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