Converted lead in SFDC = Ghost in Marketo? | Community
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A
Anonymous
August 1, 2014
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Converted lead in SFDC = Ghost in Marketo?

  • August 1, 2014
  • 2 replies
  • 1554 views
Hi,
I have thousands of duplicates. Many of them seem to be caused by leads being converted in contacts or leads being merged to contacts in Salesforce. So, I get stuck with these leads because it can't sync back to SFDC anymore. Has anyone ever experienced this problem?
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Best answer by Veronica_Holme4
In a normal sync (Marketo has read/write/delete permissions to lead object) Marketo would do the following:

- If the lead is converted in Salesforce, Marketo's "SFDC Type" gets changed from Lead to Contact, and Marketo continues to access the new Contact (no dupe created)
- If a lead and a contact are merged in Salesforce, Marketo's two records are merged, and take on the properties of the master record created (no duplicate created)

I think you need to look at your Salesforce sync and determine if there is a permissions problem with the Marketo sync user and Marketo is losing contact with records when they re converted or merged - as in - the new lead when converted is given a contact owner or record type that Marketo can no longer access, or when leads are merged into Contacts they are no longer visible to the Marketo sync user. In both of those circumstances Marketo may not recognise the incoming lead from Salesforce, thus creating a duplicate.

2 replies

Veronica_Holme4
Veronica_Holme4Accepted solution
Level 9
August 4, 2014
In a normal sync (Marketo has read/write/delete permissions to lead object) Marketo would do the following:

- If the lead is converted in Salesforce, Marketo's "SFDC Type" gets changed from Lead to Contact, and Marketo continues to access the new Contact (no dupe created)
- If a lead and a contact are merged in Salesforce, Marketo's two records are merged, and take on the properties of the master record created (no duplicate created)

I think you need to look at your Salesforce sync and determine if there is a permissions problem with the Marketo sync user and Marketo is losing contact with records when they re converted or merged - as in - the new lead when converted is given a contact owner or record type that Marketo can no longer access, or when leads are merged into Contacts they are no longer visible to the Marketo sync user. In both of those circumstances Marketo may not recognise the incoming lead from Salesforce, thus creating a duplicate.
A
Anonymous
August 4, 2014
Thank you Veronica. We have checked many times the permissions but will do again.
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