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Salesforce Lightning Shared Contacts

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Level 7 - Champion

Salesforce Lightning Shared Contacts

Is anyone using SFDC Lightning Shared Contacts functionality? How does Marketo support Shared Contacts (when one contact is connected to multiple accounts). Obviously this is changes reflects reality for most companies, but I'm not sure how Marketo displays this information and can't find any articles about it. Does anyone use this now and how does it work?

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Level 7 - Champion

Re: Salesforce Lightning Shared Contacts

I heard back from my CSM - according to him the 1 to many functionality is not translated to Marketo. Marketo will only associate the person record with the primary account in Salesforce. It will not be able to associate the contact with multiple accounts. It should not break anything, just not getting full functionality from SFDC.

I'll probably move forward with it, but expect that many at my company will be upset that the enhancement in SFDC which will help so much with targeting will not be available in Marketo. Trying to figure out how to address that....

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Re: Salesforce Lightning Shared Contacts

Id be interested to know this as well. I thought that they would just be synced under their Primary Account.

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Level 7 - Champion

Re: Salesforce Lightning Shared Contacts

I heard back from my CSM - according to him the 1 to many functionality is not translated to Marketo. Marketo will only associate the person record with the primary account in Salesforce. It will not be able to associate the contact with multiple accounts. It should not break anything, just not getting full functionality from SFDC.

I'll probably move forward with it, but expect that many at my company will be upset that the enhancement in SFDC which will help so much with targeting will not be available in Marketo. Trying to figure out how to address that....

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Re: Salesforce Lightning Shared Contacts

Hi Christina Zuniga​,

Thanks for updating us on this, definitely a shame.  Please let me know if you find a workaround.

Thanks,

Gerard

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Re: Salesforce Lightning Shared Contacts

Hi Christina Zuniga​, it's been over a year now - could you let me know how has enabled the shared contacts functionality impacted your Marketo instance? Our Salesforce team has been asking to enable at our company but I'm hesitant because of the potential implications within Marketo.

Most of our promotional emails to contacts are account-specific, but just because one account is qualified doesn't mean a related account is qualified. I'm concerned about Marketo unable to consume related account data for one contact.

Thanks.

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Level 7 - Champion

Re: Salesforce Lightning Shared Contacts

Liliana Cheng - we never launch the 1:many accounts functionality for contacts, mostly because we had issues on Lightning and haven't fully finished rolling it out. It's been rolled out to 95% of the organization, but until we reach 100%, we aren't starting the 1:many functionality.