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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 exact (change score and change data value)). However, I have this extra line that says this:It does not tell me which 53 fi...
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 Conflicts Window, it updates all data that are blank to the new value that's available in the other contact.
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!
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 work. Thanks!
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 to the community like you've recommended: In the meantime, I've created a new field (Mkto Created on) and a smart list ...
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 merged together without my consent on which value to keep.One of them is the field "Created". When merging two leads toge...
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 from the lead that was created on Mar 29, but when I merge the two together, it will modify the field Created with the Oc...
If I uncheck the title bar, would it just update the fields that are shown then (the three checked fields only)?
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!
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