Are Sales Insights merged when SFDC lead/contact merge? | Adobe Higher Education
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Kim_Gandy1
Kim_Gandy1
Level 6
July 10, 2019
Resuelto

Are Sales Insights merged when SFDC lead/contact merge?

  • July 10, 2019
  • 1 respuesta
  • 2233 visualizaciones

We've merged a number of leads with duplicate contacts in Salesforce, and Sales Insights were stored on the lead records. Sales Insights are no longer populated in MSI on the updated contact. 

Are Sales Insights merged when SFDC lead/contact merge? If not, how can we get the MSI of the lead migrated to the contact?

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Mejor respuesta de Kim_Gandy1

Per Marketo Support - Sales Insights will not combine when merging a lead and contact. You must convert the lead to a contact, then merge contacts. 

1 respuesta

Kim_Gandy1
Kim_Gandy1AutorRespuesta
Level 6
August 2, 2019

Per Marketo Support - Sales Insights will not combine when merging a lead and contact. You must convert the lead to a contact, then merge contacts. 

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