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Anonymous
April 11, 2018
Question

Lead Score Summed Upon Merge

  • April 11, 2018
  • 3 replies
  • 4421 views

Could someone please remind me of the current behavior for the current standard Lead Score field when merges occur. Back before Marketo had us replace the old Lead Score field with the one with the "mkto71_Lead_Score__c" api name, it was my understanding that upon merges, Salesforce.com summed the values in the (old) Lead Score field. Marketo doesn't allow SFDC to update the new Lead Score field, so what happens upon merges? Is the Score still summed? And, if so, is it now Marketo that does so rather than SFDC?

@Grégoire Michel​ or @Sanford Whiteman​ - seems like one or both of you would likely know the answer here.

Thank you!

Denise

P.S. @Grégoire Michel​ - Are you coming to Summit?

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3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
April 11, 2018

Is the Score still summed?

Not that I know of.

Steven_Vanderb3
Adobe Employee
Steven_Vanderb3Adobe Employee
Adobe Employee
April 11, 2018

Should be summed, it's documented here SFDC Sync: Merging a Lead/Contact/Person - Marketo Docs - Product Documentation .  If that's not happening it sounds like something is wrong.

SanfordWhiteman
SanfordWhiteman
Level 10
April 11, 2018

Not on a Marketo-side merge.

Steven_Vanderb3
Adobe Employee
Steven_Vanderb3Adobe Employee
Adobe Employee
April 11, 2018

Merge is performed in Marketo -> you decide which score to keep at the merging screen

Merge is performed in Salesforce -> the scores are summed together

That's how it should work.  If you're merging two records syncing between Marketo and SFDC, a merge in one platform will merge the same two records in the other platform.  How the score changes depends on what system you're doing the merge action in.

lorie_witmer4
lorie_witmer4
Level 2
January 22, 2020

I recall in the past that someone told me its better to do merges in SFDC vs Marketo but I don't recall the reasoning.

We are running into challenges now where SFDC sets the score with the winning record but then when it syncs to Marketo is sums (aka doubles) the score.  Trying to figure out a workaround as this is causing false MQLs to trigger to sales.

Any insights?

SanfordWhiteman
SanfordWhiteman
Level 10
January 23, 2020

Keep the score copied to a regular Integer field. Then copy it back after a merge.

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