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Fields in Marketo - SFDC (duplicate fields for Lead and Account)

Question asked by ce511fe2af740df51e78cb57f60957799c6fc118 on May 19, 2016
Latest reply on May 19, 2016 by Josh Hill

I need some help sorting through an issue I am having with fields in SFDC. I currently have a set of key qualifier fields that I use on all of my forms. These fields are converted up to the account level in SFDC when a lead is converted because the fields are relevant to the company data vs. the contact.

 

The issue that I am having is when someone fills out the form as a lead, it's not a problem. But if they come back and fill out the data as a contact marketo does not update the data at the account level and therefore it's not visible in SFDC.

 

I also now have two sets up of fields in SFDC when I am doing smart lists. One field that is on the lead level and then one field that is on the account. See attached screenshot. I have the same field at the lead and account level which means when I want to run a smart list I have to consider both of these fields.

 

Has anyone else run into this issue? I know this isn't the right, but not sure how to fix.

 

Erin

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