Define how Marketo should deal with score fields on merge

Define how Marketo should deal with score fields on merge

When 2 leads are merged, the default lead score is added up, but the other score fields are not dealt with the same way: Marketo keeps the value of the master record.

It should be possible to define in the admin sections (in field management) the behavior for score fields, amongst the following possibilities:

  • Add the values up (typical preferred for behavior scores)
  • Keep the highest (typical preferred for a demographic score)
  • Keep the lowest (Useful when a score is used as a counter)
  • Keep an average (could be an alternative approach for behavior)
  • Keep the value of the oldest record
  • Keep the value of the most recent record
  • Keep the value of the record with the most ancient activity
  • Keep the value of the record with the most recent activity (Could be a good alternative to addition for behavior, when doing some heavy database cleansing)
  • Keep the value of the master record (current behavior)
  • Keep the value of the sync'ed record
  • Keep the value of the unsync'ed record
  • Keep the value of the CRM contact sync'ed record (vs lead sync'ed or unsync'ed records)
  • Keep the value of the CRM lead sync'ed record

-Greg

2 Comments

Another example of how we should be able to tell Marketo how to behave on merge:

-Greg

Community Manager
Status changed to: Open Ideas