Re: Handling Lead Score when a Lead is merged in SFDC

Benjamin_Ortiz1
Level 4

Handling Lead Score when a Lead is merged in SFDC

We have scoring set up for Company Size and Annual Rev. In the case where a Lead is a duplicate and the reacords are merged in SFDC, these scores are being counted twice on the master Lead resulting in an inflated Lead Score: http://screencast.com/t/wnxmcvO3

Anyone have the same issue or any best practices to avoid this?

Thanks
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Josh_Hill13
Level 10 - Champion Alumni

Re: Handling Lead Score when a Lead is merged in SFDC

The scores are summed when merged in Marketo and it can happen in SFDC if you are doing this automatically....although usually SFDC lets you choose a Score.

It is difficult to avoid this.

I recommend exporting the score field and email field and then adjusting the scores in Excel and reimporting the sheet.