When you merge leads, does it create a new record?

Question

We've been using Ringlead to do a batch merge and found that when we ran the merge, all the records are now showing as the create date both on the SFDC and Marketo record as being on the day of the merge?  Is there any way around this?  When you merge a record in Marketo manually does this also happen?

Emmanuelle_Biss · Answer

Hi Jessica,

Unfortunately, Marketo decides on which value to keep, and it will keep the most recent one. I've actually created an idea so that this can be fixed in Marketo, so that we can define if we want to keep the most recent or the oldest value for some cases (i.e. creation date of the lead).

In the meantime, I created a new field (Mkto Created on) and a smart list to push the first Created date to this field (using a token). I made sure to block field updates for any source, so that once set, it cannot be modified, even inadvertently. When I merge two leads together, it asks me which value in this specific field I want to keep. That's my way to go around this in the meantime.

Here's my flow:

Hope this helps

Emma

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