Prevent merged lead activity from overwriting source and created date fields

Prevent merged lead activity from overwriting source and created date fields

Currently when leads are merged all fields values are taken from the winning record, which is always the newest record or contact I think.  This causes fields like lead source and SFDC created date to be overwritten with the newest record's data.

There should be an option to choose for each field, at minimum source & date fields, whether the winning or losing record values are kept.

I'd be happy with a default that kept lead source and create dates for the oldest record.  But I'd really like to see the option to choose for every field.

Related discussion:  http://community.marketo.com/MarketoDiscussionDetail?id=90650000000PesYAAS
4 Comments
Anonymous
Not applicable
Jack is so right.  This behavior completely destroys the validity of our source attribution, Average Days to Op and more!  I wish I could vote for this multiple times!  I'd even prioritize this above an easier way to enter period costs that's how important this is ;0)
Dan_Stevens_
Level 10 - Champion Alumni
Wow, I did not realize this.  I'm assuming this also prevents RCA from reporting properly on merged records?
Anonymous
Not applicable
Has anyone found a solution to this? We are losing good data from incorrect form information overwriting fields in Marketo/Salesforce. 
kh-lschutte
Community Manager
Status changed to: Open Ideas