Duplicate Lead Created in Salesforce When Contact Already Exists | Community
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Anonymous
January 9, 2018

Duplicate Lead Created in Salesforce When Contact Already Exists

  • January 9, 2018
  • 14 replies
  • 9232 views

Issue


Marketo is creating duplicate Lead records when a Contact record is already synced.

 

 


Solution


This happens when a Smart Campaign using the Sync Person to SFDC flow step qualifies a SFDC Contact record and attempts to assign the record to a Queue in Salesforce. When a SFDC Contact runs through the Sync Person to SFDC flow step, since Salesforce does not allow "Contacts" to be assigned to Lead Queues, Marketo will create an intentional duplicate "Lead" record in Salesforce and add the new Lead record to the queue.

If you want to prevent this behavior in your Smart Campaigns, add the filter "SFDC Type is not Contact" to the Smart List. This will disqualify SFDC Contact records from the campaign.

Another option: Add Choice options for the Sync Person to SFDC flow step and have the first choice be SFDC Type is Contact Do Nothing. This will cause SFDC Contact records to Do Nothing for the flow step but Lead or Marketo only records will process normally.

 

 

 

Who This Solution Applies To
Customers integrated with Salesforce

 

 


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    14 replies

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    Roxann_McGlump1
    Roxann_McGlump1
    New Participant
    January 9, 2018

    Marketo will accept duplicate leads from Salesforce, so if you create the duplicate leads in Salesforce and then sync them to Marketo, that would be one way to do it.  Another option would be to work with support to set up custom deduplication rules, so that Marketo will only deduplicate leads that have the same email + other field you designate.

      Nina_Gonzalez1
      Nina_Gonzalez1
      New Participant
      January 9, 2018

      Yes, our marketing and sales process happens on the lead object. Even returning clients get "enrolled" from the Lead object. We actually plan to change this in the future by implementing Opportunities, but for now, when a returning client is interested in purchasing our services again (there is usually 1 to 3 years between return enrollments), we need to create a Lead for the returning client.

      Roxann_McGlump1
      Roxann_McGlump1
      New Participant
      January 9, 2018

      It would depend on the circumstances in which you wanted to create a duplicate. Can you provide more detail on what you are trying to do?

      Nina_Gonzalez1
      Nina_Gonzalez1
      New Participant
      January 9, 2018

      i actually need Marketo to create a duplicate lead. Can you provide more information about how to force a duplicate lead to be created.

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