Courtney_King

Courtney_King · ‎11-20-2020

I'm interested in learning more about this configuration. In Salesforce, there are fields that keep some old contact field information to enable the activities and related items to be reconnected to the new Salesforce lead. So I assume that we might be able to capture some data for this purpose as well. I'm a Saleforce admin so will have to work with my Marketo admin. Which platform would require code? Marketo? Also, what if contacts in Marketo were created initially as contacts only? is there away you could explain in greater details around how to make something like this possible?

Courtney_King · ‎11-19-2020

Currently, in our Salesforce ORG we use this tool. Long story short it creates a new lead in Salesforce using the old contact data keeping all related items to the contact on the new lead. This is causing an issue in Marketo where the contact record and data need to be merged back with the new lead. This process is very cumbersome, and we don't quite have the bandwidth to conduct the merges of the Marketo records? Is there any faster way to merge the contact and leads in marketo? App Link: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFp8iUAD

Courtney_King · ‎10-21-2019

Grégoire Michel

Courtney_King · ‎10-21-2019

Amit, What if there isn't the ability to delay/prevent salesforce from creating the lead? We are using a salesforce tool that moves the contact back to the lead in SFDC and keeps all the contact history created in salesforce with the lead that it creates. So step 4 may not be possible. any thoughts?

Online Status	Offline
Date Last Visited	‎11-20-2020 12:47 PM

Date Registered	‎10-21-2019 08:23 AM
Date Last Visited	‎11-20-2020 12:47 PM
Total Messages Posted	4

Top Badges Earned

Re: Help with Salesforce APP and Marketo

Help with Salesforce APP and Marketo

Re: Moving Contacts Back to Leads in Salesforce Cr...

Re: Moving Contacts Back to Leads in Salesforce Cr...