Two Lead Record Types in Salesforce

Forum|Forum|9 years ago
July 27, 2016
1 reply
1639 views

Has anyone had to deal with two lead record types in Salesforce? How do you make sure Marketo is updating the right record with new activity? How can you create a second lead for the new lead record type if Marketo does not allow for dupes? Any best practice advice/resource around dealing with two lead record types would be very helpful.

Thanks!

Marketo

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Grégoire_Miche2

Level 10

You can ask support to manage duplicates on the combination of email address + record type.

But are you sure you want to do this? campaign targeting will be tricky and when someone comes on a form for the first place, you won't be able to control which record is updated...

-Greg

A

Anonymous

Interesting. I did not know they could do the email address + record type.

Yes, we have two sales process and teams in one salesforce org that could sell two different brands/products into a customer at the same time. I am also concerned the record updates.

I know Panasonic did a lot of custom code to make this work and did something with Master Record and Child Records but we can't do this right now. Hoping someone has an easier solution.

KC

Grégoire_Miche2

Level 10

The fact that you have 2 BU's selling does not necessarily justifies that the lead is a duplicate. It is still the same person, with one single behavior, and the last thing you want to avoid is that this person be call by 2 different sales rep in the same week.

Better set up some priority rules so that a lead is assigned either to one or the other of the Record types (and the BU) based on the behavior or the form entries.

BTW, the lead Record type can be set from Marketo, with a simple "change data value" flow step.

-Greg

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