Re: Lead Merge Issue - Field "Created" Erased

Emmanuelle_Biss · ‎10-05-2016

Hi!

To remove duplicates, I merge leads together. However, I just discovered that when I do so, the Created date is merged as well, and it usually keeps the newest lead created date, instead of keeping the oldest one (i.e. the first lead that came in).

How can I make sure that when two leads are merged, the Created date keeps the oldest one, instead of updating it to the newest version?

Thanks for your help!

Emma

Grégoire_Miche2 · ‎10-05-2016

Hi Emmanuelle,

I ran some tests.

In fact it seems that, whatever we do, Marketo keeps the highest leadID (the most recently created lead) and it's creation date, indeed.

Unfortunate we cannot really choose the one we want to keep.

Thanks for notifying the community

If you log an idea about this, I'll vote

-Greg

View solution in original post

Devraj_Grewal · ‎10-05-2016

Emmanuelle,

When you merge and view the pop-up of all the conflicting fields, do you not see "Lead Creation Date" as an option?

Emmanuelle_Biss · ‎10-05-2016

Hi Devraj Grewal,

No, this is not an option. For exemple, here's what I have when I want to merge two leads together:

I only have three fields to choose from. But once they merge, it updates multiple more fields, including the Created field, choosing one over the other without my approval.

Devraj_Grewal · ‎10-05-2016

For these two leads specifically, what are their created dates? Both Marketo created date and SFDC created date?

Emmanuelle_Biss · ‎10-05-2016

The Marketo Created field are:

- May 18, 2016 1:48 PM

- Oct 5, 2016 1:27 PM

The CRM Created field are:

- Aug 17, 2016 3:30 PM

- Blank

Grégoire_Miche2 · ‎10-05-2016

Hi Emmanuelle,

My understanding is that it will keep the value of the wining record.

-Greg

Emmanuelle_Biss · ‎10-05-2016

Hi Gégoire,

How can I define which one to choose over the other though? Because the winning one might not be the first lead to have come in through Marketo. It seems to keep the most up to date lead, which is not necessarily what I need for certain fields.

Thanks!

Grégoire_Miche2 · ‎10-05-2016

The wining one is the one that have the check box in the title bar checked. (in your screenshot lead 1).

The difficulty is that there is no way to know if you are checking the oldest one...

-Greg

Emmanuelle_Biss · ‎10-05-2016

If I uncheck the title bar, would it just update the fields that are shown then (the three checked fields only)?

Grégoire_Miche2 · ‎10-05-2016

No sure you are allowed to do this and not have one of the 2 checked ti designate the winner (the lead that is in fact kept).

Test it

then, you may select 1 or 2 for each field.

-Greg