Convert to Account in SFDC but NOT create opportunity? | Community
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Anonymous
July 18, 2016
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Convert to Account in SFDC but NOT create opportunity?

  • July 18, 2016
  • 2 replies
  • 1804 views

Hello,

I am attempting to convert my lead to an account in a flow step, but I don't want to open an opportunity.

Any insights?

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Best answer by Josh_Hill13

Please do not do this in Marketo. Use SFDC or a tool like LeanData to manage conversions to avoid duplicates, etc. And you will have more control over how it does the conversion.

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
July 18, 2016

Please do not do this in Marketo. Use SFDC or a tool like LeanData to manage conversions to avoid duplicates, etc. And you will have more control over how it does the conversion.

Grégoire_Miche2
Grégoire_Miche2
Level 10
July 19, 2016

Agreed with Josh, the lack of flexibility and intelligence of this feature makes it useless. Not only duplicates are not managed, but record types are not either.

You may want to vote here:

-Greg

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