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gkrajeski
gkrajeski
Level 10
November 16, 2015
Solved

Business need to create duplicate record

  • November 16, 2015
  • 2 replies
  • 3224 views

We have a business case where one of my stakeholders has a need for creation of a duplicate record on the SFDC side.

Is this even possible?

I was thinking of hacks I could do on form submittal such as prepend the email with some identifier using JavaScript, and then strip it off after the sync to SFDC has occurred.

Looking to see if anyone else has ever needed to do this or has a way to do so.

Thanks!

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Best answer by gkrajeski

We ended up using JavaScript to prepend the email address.

Then, upon entry to Marketo, we have an API script running to remove the prepended phrase.

Working like a charm.

Again, the real need here is that we have agents submitting on behalf of multiple clients, so activities need to be tracked under different SFDC records accordingly.

2 replies

gkrajeski
gkrajeskiAuthor
Level 10
November 16, 2015

A bit more detail:

The need arises from the fact that we need to create a new account with a new account number, and therefore do not and cannot have the lead sync or deduplicate against the current or inactive account they are associated with already in our DB.

Josh_Hill13
Josh_Hill13
Level 10
November 16, 2015

You can do this in SFDC without any issues. Marketo does not dedupe records from SFDC.

SFDC itself may have a deduper installed.

    gkrajeski
    gkrajeskiAuthor
    Level 10
    November 20, 2015

    Thanks @Josh Hill​.  In my past life (last company) we had DemandTools running nightly deduplication, and were not as integrated on the Marketo side.  This need is a very interesting one, and I'm trying to prove it out using Marketo as the requirement is to actually save the history of the user with their previous company.

    Are there any other potential complications you can foresee by maintaining two records?  One for old company association and the second for their new company association?

    gkrajeski
    gkrajeskiAuthorAccepted solution
    Level 10
    December 21, 2015

    We ended up using JavaScript to prepend the email address.

    Then, upon entry to Marketo, we have an API script running to remove the prepended phrase.

    Working like a charm.

    Again, the real need here is that we have agents submitting on behalf of multiple clients, so activities need to be tracked under different SFDC records accordingly.

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