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February 27, 2015
解決済み

Marketo Lead Conversion

  • February 27, 2015
  • 2 の返信
  • 1624 ビュー
"Marketo’s dedupe will Convert a Lead to a Contact, then merge the Contacts."  This came supposedly from Marketo.
Is this a native feature in Marketo?
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ベストアンサー
This sounds like a description of what happens when you try to merge a lead and a contact using a Marketo flow step. 

Marketo will de-dupe leads that enter its own database based on email address, but 
will allow you to create dupes if they originate in SFDC. 

have never experienced Marketo automatically converting or merging SFDC records -- you would have to identify duplicates and initiate the action via a Lead Action or Smart Campaign Flow Step. 

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回答
February 28, 2015
This sounds like a description of what happens when you try to merge a lead and a contact using a Marketo flow step. 

Marketo will de-dupe leads that enter its own database based on email address, but 
will allow you to create dupes if they originate in SFDC. 

have never experienced Marketo automatically converting or merging SFDC records -- you would have to identify duplicates and initiate the action via a Lead Action or Smart Campaign Flow Step. 
Grégoire_Miche2
Level 10
November 19, 2015

Hi Meli,

This theory. In real life, this just does not work. I have tried it on various Marketo instances, with always the same result.

-Greg