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Re: Losing Marketo Sales Insight data when converting a lead to an account

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Anonymous
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Losing Marketo Sales Insight data when converting a lead to an account

When we convert leads to an Account we are losing the entirety of their Marketo Sales Insight data including, interesting moments, web activity, email and score. Can anyone tell me:

 - Is this just what happens?
 - Is this a Marketo problem?
 - Is this a problem with our Salesforce instance? 

Thanks!

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Veronica_Holme4
Level 10 - Champion Alumni

Re: Losing Marketo Sales Insight data when converting a lead to an account

Hi - I'm answering this assuming you are not using Salesforce Person Accounts.

The Sales Insight data for the lead should convert onto the Contact that is created on lead conversion (rather than the Account). Do you have Sales Insight on the Contact page layout as well?

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Veronica_Holme4
Level 10 - Champion Alumni

Re: Losing Marketo Sales Insight data when converting a lead to an account

Hi - I'm answering this assuming you are not using Salesforce Person Accounts.

The Sales Insight data for the lead should convert onto the Contact that is created on lead conversion (rather than the Account). Do you have Sales Insight on the Contact page layout as well?

View solution in original post