2 Replies Latest reply on Aug 6, 2015 12:48 PM by eda5431fa97238e6204790432dd3b61539f95cfb

    Purposeful Duplicates and Lead Creation

      Hello,

       

      We use Partitions/Workspaces in our instance, because we have purposefully duplicated leads. We separate those partitions according to Record Type IDs from SFDC. All records are assigned to the Default partition as well for operational purposes.

       

      I ran into a problem with lead creation using forms: When a form is filled, a lead gets created in the Default partition (of course because no SFDC Record Type ID available yet). To solve that, I passed the perspective Record Type ID as a hidden field in the form. That threw the lead into the right partition. BUT.. If a lead already exists in another partition with the same email address, Marketo will change the Record Type ID to the new one and move them through partitions! Huge problem for us!

       

      Am I missing I missing something here or is it a usual expectation? Anyone ran into something similar?

       

      I appreciate the help.

       

      Best,

      Hussam