8 Replies Latest reply on Mar 10, 2016 10:45 AM by Grégoire Michel

    What's the best way to change leads to person accounts and keep Marketo data?

    Trent Wardrop

      I accidentally synced some leads to SFDC from Marketo as leads. I want to change them to person accounts in SFDC, but preserve the Marketo email campaign and other data on them.

       

      Any insight on the best way to do this?

       

      If I convert them from leads to person accounts, that would throw off SFDC reporting, right? Wouldn't it be better to delete them in SFDC, and then import them again, but as person accounts? But, if I do that, how do I sync them with Marketo without creating duplicates?

       

      I tried deleting one manually from SFDC, then syncing Marketo lead again (because it carried with it history & campaign data), and it created duplicates in Marketo. Tried to merge those duplicates, and it wouldn't let me. May be because one is a lead and another a contact?

       

      Any help solving this problem would be much appreciated. Thanks.