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Anonymous
February 7, 2017
问题

What causes smart program syncing to SFDC to create duplicate lead?

In one of my programs where I am syncing a lead to an SFDC queue, I'm seeing many instances of "Skipped created a duplicate lead xxx and assigned it to Queue".  What causes this and how I can prevent this from happening? This ends up causing extra work of cleaning duplicate leads in SFDC.

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5回复

Devraj_Grewal
Devraj_Grewal
Level 10
February 7, 2017

Sonnia,

When you are syncing to SFDC, use the "Auto-Assignment Rules" option. This will update the existing lead instead of creating a new one. Assigning to a queue will create a new lead in SFDC.

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Anonymous
February 7, 2017

We are bypassing auto-assignment rules on purpose and are using Marketo to make the assignment.  Is auto-assignment the only option here?

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Devraj_Grewal
Devraj_Grewal
Level 10
February 7, 2017

Well it's not the only option, if you also indicate who the owner is (ex. John Smith), it will assign to them and a duplicate lead will not be created. It is when you assign to a queue that a new lead is created.

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Loren_Posendek
Loren_Posendek
Level 4
June 12, 2018

We've also seen this happen recently, but only when trying to sync 'Contacts' to a specific queue. The queue is setup for leads only, but odd that if a Contact qualifies it's creating a duplicate rather than bypassing.

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Grégoire_Miche2
Grégoire_Miche2
Level 10
June 12, 2018

Hi Loren,

This is a well known effect. assigning a contact to a queue in a sync to SFDC flow step will create a new lead.

The other cases indicated above will NOT create a duplicate, only reassign the lead or the contact.

-Greg

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