How do i clone a SFDC record without carrying over the Sales Insight information? | Community
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A
Anonymous
December 30, 2013
Question

How do i clone a SFDC record without carrying over the Sales Insight information?

  • December 30, 2013
  • 4 replies
  • 1452 views
When my inside sales team clones a record in SFDC information from sales insights comes along for the ride and needs to be manually deleted. Is there a way to clone without carrying over this information?

Thanks,
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4 replies

A
Anonymous
December 30, 2013
I'm not sure I completely follow. What exactly is coming over when you clone a record? As I understand things the activity information in the Marketo frame on the layout shouldn't follow because it isn't even data in SFDC.
A
Anonymous
December 30, 2013
Hi Erik, 

The last Interesting Moment carries over during the cloning. 

C
Calvin_Lam
Level 4
January 1, 2014
You can use either Workflow Rules or APEX trigger on the SFDC side to reset these custom fileds to NULL when a new lead is created (cloning fire the same event) in SFDC.  

In you rule critieria if you are using Workflow Rules, make sure that you use Field="Original Source Type" equals "salesforce.com" so that you don't reset these fields if the lead is created from Marketo or any other method.  For example, a lead created from form fillout and a triggered campaign created some interesting moments.  You don't want to NULL in this scenario.

A
Anonymous
January 30, 2014

This doesn't work unfortunately. It only works if the original Contact record's Original Source Type = salesforce.com because all values are copied into the new record. So if the original record's Original Source Type = Web Page Visit, for example, the workflow won't fire. So, it looks as though a workflow won't do it, so it might require an APEX trigger because of that limitation. 

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