Error Merging Duplicates

[Anand_Raj_S1]

Hello,

We have duplicate records for a lead in Marketo and when tried to merge it throws an error "Failed to merge(..LeadID..)".

It's been identified, SFDC type is causing the issue

One record's SFDC types is LEAD and another record's SFDC type is a CONTACT. Issue occurs when we try to merge Contact and Lead.

Any solution to this?

Thanks

Anand

[Steven_Vanderb3]

The merge process is encountering a Salesforce error while initiating the merge.  To get the details of which error Salesforce is returning you'll need to file a Marketo support ticket.

[Devraj_Grewal]

Anandraj,

If you were merging a Marketo person with no SFDC type, then you can merge it with a SFDC lead or SFDC contact no problem. However, since you are attempting to merge an SFDC lead with an SFDC contact, this will not work as they are not like objects.

I would recommend manually converting the SFDC lead to the same account as the SFDC contact and then merging the two SFDC contacts.

[Lynn_Ray_Pardo]

Hi Devraj,

"If you were merging a Marketo person with no SFDC type, then you can merge it with a SFDC lead or SFDC contact no problem.".

I'm receiving merge errors in this scenario.

Any advice?

Thanks,

Lynn

[Jay_Jiang]

However, since you are attempting to merge an SFDC lead with an SFDC contact, this will not work as they are not like objects

This is incorrect, You can merge a SFDC lead with a SFDC contact record. The contact record wins and the two records are merged.

For reasons where Salesforce throws an error, you will need to troubleshoot by looking at the error details. It might be because of validation rules, duplicate rules etc...