Would like to Have Duplicate Leads in Salesforce | Community
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A
Anonymous
May 2, 2014
Solved

Would like to Have Duplicate Leads in Salesforce

  • May 2, 2014
  • 3 replies
  • 1042 views
After a lead fills out our form on our website I have a smart campaign set up to sync the lead to Salesforce.  However, if the lead is someone who has already submitted a form and  is already in SF it merely updates their SF profile.  I need it to create a new lead in SF even though they are already in there.  Any thoughts?




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Best answer by

Smart list Trigger : Fills out Form

Flow :
1.If SFDC Type is empty sync lead to SFDC
2.If SFDC type is not empty create task
 

3 replies

K
kpara3-2
Level 9
May 2, 2014
Hey Bryant,

What is your reasoning for needing a new lead in SFDC? I'd always discourage against having duplicate leads in your system and that's a major perk of Marketo is deduplicating based on email address.

If you just want to see that they willed it out multiple times you could create a new field to time stamp the form field, make an interesting moment each time, or have different campaigns.

Kim
A
Anonymous
May 2, 2014
How would I set it up so that brand new people who fill out the form get synced and then existing leads who fill out the form just have an event that they filled out the form recorded on their profile?
A
Anonymous
Accepted solution
May 5, 2014

Smart list Trigger : Fills out Form

Flow :
1.If SFDC Type is empty sync lead to SFDC
2.If SFDC type is not empty create task
 

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