Preventing Merged Leads from overwriting source fields | Community
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A
Anonymous
August 8, 2013
Question

Preventing Merged Leads from overwriting source fields

  • August 8, 2013
  • 3 replies
  • 1249 views
It appears that source fields, which are meant to indicate origin, such as lead source, original referrer, etc. are overwritten with the newest lead when leads are merged.

How do we stop this from happening?

Thanks
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3 replies

Jep_Castelein2
Jep_Castelein2
Level 10
August 8, 2013
please create this as an idea request. As far as I know, this is generic behavior that applies to all fields, not just the source fields

Thanks
Jep
A
Anonymous
August 9, 2013
This would explain why I have leads with activities typically associated with a known lead (e.g. fills out form, Sent Email, etc.) that have dates before the Created date.  I've noticed a similar phenomenon when converting / merging a Lead into a newer Contact record in SFDC.  To preserve the original creation date, I created a "Lead Created Date" custom field, so I can detect when the Created date is incorrect due to undesired behavior during merges and converts.

Jack, please create an Idea for this as its pretty important.
A
Anonymous
August 9, 2013
I created this idea - http://community.marketo.com/MarketoIdeaDetail?id=08750000000IwmqAAC.  Let me know if the title/description make sense.
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