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Erin_Olsen2
Erin_Olsen2
Level 3
September 15, 2016
Question

Changing Contacts Back to Leads in SFDC

  • September 15, 2016
  • 1 reply
  • 4669 views

Hi everyone -

I am trying to do some clean-up in salesforce and would like to revert a batch of accounts/contacts back to leads. These were people who were converted up to accounts based on our previous process, but now we have SDRs that are working at the lead object. From what I am reading on SFDC community, most people say just delete them and reimport them as leads. There are a couple of concerns I have with this.

1) the historical marketo data (campaigns they were a part of, emails they received, etc.)

2) the created date would then show one date vs. the actual date they came in as an inbound. This would have a bad effect on our reporting.

Has anyone ever done this before? Any recommendations you have?

Thanks for your help -

Erin

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
September 15, 2016

Pretty sure this is a bad idea and will break your data history in Marketo. Marketo does not dedupe on leads created in SFDC, so it won't match them back. You could use a tool like RingLead or more to better handle this.

Erin_Olsen2
Erin_Olsen2Author
Level 3
September 15, 2016

Yeah - after doing more research I realized that I can't take a contact back to a lead. I am leaning towards just deleting them from salesforce and marketo and then just importing them again into marketo and then routing them to salesforce as leads.

Doing it this way, I will lose the original created date... but I might just be willing to deal with that in order to have them as leads instead of accounts.

Erin

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