Converting a Lead into a Contact in Salesforce | Community
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Brian_Law_MKTO
Adobe Employee
Brian_Law_MKTOAdobe Employee
Adobe Employee
March 24, 2016

Converting a Lead into a Contact in Salesforce

  • March 24, 2016
  • 3 replies
  • 2637 views

When a record is converted in SFDC from a lead to a contact Marketo automatically changes the SFDC Type field from Lead to Contact.

The change in SFDC type doesn’t cause a data value change so the Data Value Changes trigger and filter won’t work for SFDC Type. You will need to use the Lead is Converted trigger or Lead was Converted.

Alternatively you could use a different field such as Lead Status = Converted.

Make sure your lead custom fields are mapped.

During the conversion the Marketo ID stays with the record converted to a contact.

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    3 replies

    A
    Anonymous
    January 19, 2017

    Hi

    I just found this article and I'm hoping to use Lead is Converted trigger but confused about the "Assign to" option.  What goes there?  Who we want the Lead assigned to?  In our scenario, we are looking for Leads that were converted to Contacts in SFDC, therefore they are already assigned. Plus, it's a trigger not a flow step.

    Or, is it filtering who the Lead/Contact is already assigned to? And we have to put all options of who Leads/Contacts might be assigned to there?

    Thanks in advance,

    Christine

    A
    Anonymous
    January 19, 2017

    Hi Christine,

    To my knowledge, it allows you to filter based on the current contact assignment. We usually just put "is not empty" unless we need to filter to a specific rep or territory.

    A
    Anonymous
    January 19, 2017

    Oh, "is not empty" makes sense! Thanks!

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