5 Replies Latest reply on Feb 26, 2016 12:59 PM by Emily Dick

    Lead converting to Contact triggering old campaign activity

    Chris Saporito

      Anyone else have the issue of a lead converting to a contact in SFDC falsely triggering activity from the original lead record? It looks like when these are converting it is adding the activity to the new Contact record, which is triggering tasks to our SDR team. Example, lead attended an event in Sept., their "attended" status triggers a task. Lead was converted to a Contact in SFDC on 2/24 which added "attended" to the new record and triggered the same task.

       

      I'm thinking that I could use the "Lead is Converted" or "Not Lead was Converted" fields with date of activity to keep these from triggering.

       

      Anyone else have this issue or insight on this issue?