Level 5
Joined the community 03-03-2015
Level 5
Sherbrooke, QC
Advertising Manager
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Hey, I just realized that some data is not shared in Marketo in the Activity log... When merging the two leads, I do have an overview of the different changes (28 changes to be exa...
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Hi Dan, I just did a merge between a Marketo lead known to CRM, and a Marketo Lead unknown to CRM. When I merge the two together, and after defining which field to keep in the Conf...
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Hi Greg, Yes I did! This value will be static and I have blocked all field updates That should solve my problem in the meanwhile.Thanks!
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Hi Dan Stevens, Thanks for posting your previous post! Sorry for not seeing it before posting mine. It is very interesting to see the breakdown of how Marketo's duplicate rules wo...
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Hi Greg, Thanks for running some tests Unfortunately, like you and Dan said, the way Marketo currently merges lead is not the desired behavior in some cases. I've added this idea ...
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Hello,After merging some leads, I discovered that although we can define which value we want to keep in some conflicted fields, when merging these leads together, more fields are m...
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It does not work, even if I specify to keep all data from the older version, it will merge and keep the most up to date data. Example with these two leads:I want to keep the data f...
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If I uncheck the title bar, would it just update the fields that are shown then (the three checked fields only)?
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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 mo...
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The Marketo Created field are: - May 18, 2016 1:48 PM- Oct 5, 2016 1:27 PMThe CRM Created field are: - Aug 17, 2016 3:30 PM- Blank
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