10 Replies Latest reply on Sep 26, 2016 12:39 PM by Loren Posendek

    Merging Issue - Need To Exclude Merged Leads From Lead Life Cycle Campaigns

    Helen Abramova

      Hello,

       

      We have a big issue with merging leads. Merging is going smoothly in Salesforce, but in Marketo it causes a big problem. The reason is Marketo can't query merged leads in any way, so we can't exclude them from Lead Life Cycle campaigns. Thus a newly merged lead is added to certain campaigns, some fields are changed to new values, and it triggers alerts, status changes etc.

       

      For now I see two options:
      - manually deactivate all lead Life Cycle campaigns, run deduping, then switching them on (very manually, no deduping in real time)

      - no overriding when merging (in this case we lose some lead history)

       

      We already talked to Marketo support, deduping tool support - there is no solution so far.

       

      Any ideas or suggestions on that?

       

      Thanks you!