A few points:
- The lead can only enter your system by 1 entry point, or you will create a duplicate mess.
- As you want the leads to be cookied, you must use Marketo as this first entry point.
- As Marketo can only create leads in SFDC, the only way you could have a an account created is to automatically convert that lead in SFDC.
- But to do this, you need to run some lead/account matching in order to make sure that the account does not already exist, which will either require some human work OR the use of sophisticated logic / tools. There are some products in SFDC app exchange that can do this, incl. RingLead. Otherwise, it will take a SFDC trigger.
Thanks Greg -
These are all points that I have been thinking about as well so it helps to have you confirm them.
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As an addendum to Greg's points, it is possible to have SFDC be the intake point and use the Munchkin::associateLead method or a Forms API post to associate the lead. However, just because it is possible does not mean it is advisable, and I have several clients who are still digging out from the mess they created by (incorrectly) trying to implement this lead flow.
As Greg mentioned RingLead will be able to assist with your initiative. I sent you out an email with more info and would love to chat with you at some point this week to discuss this further.