Deleting Leads in Salesforce and Marketo

Hi Dustin,

The merge in SFDC should be replicated in Marketo. There is an article about that topic here, SFDC Sync: Merging a Lead/Contact/Person - Marketo Docs - Product Docs .

Can you tell me a bit more about the process you followed to merge the records in SFDC? Did you use a 3rd party tool? If so, which tool?

Thanks!

Drew Smith

Typically, Marketo merges the record when it is merged in SFDC. But sometimes there are ghost records in SFDC or the Marketo Lead isn't always deleted fully.

So if the dupe is still in Marketo, it will be pushed back to SFDC at some pt.

I'd read the details and review with whoever did the merging.

Hi Dustin - another possibility to consider without knowing the detail of your setup, is your Marketo sync user set up with the correct permissions to delete leads/contacts in Salesforce? Essentially merging a lead is the same as choosing one record and deleting/discarding another. If the Marketo sync user doesn't have permission to delete leads/contacts in SFDC it can easily cause odd behaviour in the merge process. Again, difficult to say without knowing your setup.

Hi Dustin

Did you merge leads with leads in SFDC or did you merge leads with contacts? If you merged 2 leads in SFDC, can you verify both of them existed in Marketo as well? As Veronica mentioned, the duplicate SFDC record might not be visible to Marketo.