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Convert to Account in SFDC but NOT create opportunity?

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Anonymous
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Convert to Account in SFDC but NOT create opportunity?

Hello,

I am attempting to convert my lead to an account in a flow step, but I don't want to open an opportunity.

Any insights?

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Level 10 - Champion Alumni

Re: Convert to Account in SFDC but NOT create opportunity?

Please do not do this in Marketo. Use SFDC or a tool like LeanData to manage conversions to avoid duplicates, etc. And you will have more control over how it does the conversion.

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Level 10 - Champion Alumni

Re: Convert to Account in SFDC but NOT create opportunity?

Please do not do this in Marketo. Use SFDC or a tool like LeanData to manage conversions to avoid duplicates, etc. And you will have more control over how it does the conversion.

View solution in original post

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Re: Convert to Account in SFDC but NOT create opportunity?

Agreed with Josh, the lack of flexibility and intelligence of this feature makes it useless. Not only duplicates are not managed, but record types are not either.

You may want to vote here:

-Greg