1 Reply Latest reply on Aug 5, 2014 2:27 PM by Josh Hill

    What happens in Salesforce if a duplicate lead fills out a MKTO form?

      Hello, 

      How would a MKTO form update fields if there are duplicate email addresses between Salesforce Contacts and/or Leads?  
      •           We work with SMB's who use the same email address for either different people managing their service with us, or for the same person managing the service at different account locations.
      •           Our company API creates new SFDC leads from our non-MKTO web form for instant business customers, that are not deduped against existing leads in SFDC.           
        •                     If the email address is the same, but the company name is different - what happens?
        •                     If the email address is the same, but the first or last name is different - what happens?
        •                     If the email address and company is the same on both an SFDC Lead and Contact - what happens?
             
      Thank you for your help!
      Lynn
      P.S. The MKTO community links for how MKTO deals with this are broken, other than how to find duplicates within the database.
        • Re: What happens in Salesforce if a duplicate lead fills out a MKTO form?
          Josh Hill
          Marketo only dedupes against email address when the lead is imported directly into Marketo OR into a Marketo Form.

          When it attempts to dedupe against existing Leads or Contacts, it chooses the most recently updated record if all the emails match.

          Empty fields are filled in.

          Non Empty Fields WILL GET REPLACED, unless you have Field Blocking on.

          Marketo will not "merge" an existing SFDC Lead with the incoming Marketo lead, rather it sees that it should update the SFDC Lead only.

          You can merge SFDC Leads and Contacts and Marketo Leads manually. Scores are ADDED when you do this.
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