Merge Lead & Contact in Marketo when Marketo-SFDC Sync is not enabled | Community
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ssRD25
Level 2
July 11, 2024
Question

Merge Lead & Contact in Marketo when Marketo-SFDC Sync is not enabled

  • July 11, 2024
  • 1 reply
  • 1085 views

Hi Community,

 

Our instance currently has a uni-directional sync between Salesforce and Marketo. Sync is enabled from Salesforce to Marketo.

In the Marketo database, we have two partitions (Default & XYZ). Earlier XYZ was the Initial partition but now we have changed the assignment rule to the Default partition.

 

Now the issue is that the default partition has n number of Leads whereas the same records are present in XYZ partition as Contacts (Synced to Marketo from Salesforce).

We are unable to merge these records as we don't have Marketo to Salesforce Sync active & it gives an error (Merge failure, unable to perform merge operation in natively-synced CRM error in Marketo).'

We checked Salesforce too & there are no duplicates there, just Contacts.

 

We are looking to resolve this issue without losing activity details. 

Any ideas on how to proceed?

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1 reply

samdemko1
samdemko1
Level 1
July 11, 2024

I believe we ran into a similar issue in one of our instances last year, and we contracted with Marketo support ($$) to set up a sync with custom rules on our behalf. Not sure if you have access to budget to help resolve this, but that's one route if you do. 

Samantha Demko
    SanfordWhiteman
    SanfordWhiteman
    Level 10
    July 11, 2024

    Don’t think that has anything do with the disabling of the merge feature? (Also, a basic custom rule using a Boolean like Sync to Marketo/Do Not Sync to Marketo doesn’t cost $$ to implement.)

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