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Anonymous
November 13, 2013
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Losing Marketo Sales Insight data when converting a lead to an account

  • November 13, 2013
  • 1 reply
  • 1171 views
When we convert leads to an Account we are losing the entirety of their Marketo Sales Insight data including, interesting moments, web activity, email and score. Can anyone tell me:

 - Is this just what happens?
 - Is this a Marketo problem?
 - Is this a problem with our Salesforce instance? 

Thanks!

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Best answer by Veronica_Holme4
Hi - I'm answering this assuming you are not using Salesforce Person Accounts.

The Sales Insight data for the lead should convert onto the Contact that is created on lead conversion (rather than the Account). Do you have Sales Insight on the Contact page layout as well?

1 reply

Veronica_Holme4
Veronica_Holme4Accepted solution
Level 9
November 13, 2013
Hi - I'm answering this assuming you are not using Salesforce Person Accounts.

The Sales Insight data for the lead should convert onto the Contact that is created on lead conversion (rather than the Account). Do you have Sales Insight on the Contact page layout as well?
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