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Re: What causes smart program syncing to SFDC to create duplicate lead?
Devraj Grewal
Feb 7, 2017 10:59 AM
1 of 1 people found this helpfulSonnia,
When you are syncing to SFDC, use the "Auto-Assignment Rules" option. This will update the existing lead instead of creating a new one. Assigning to a queue will create a new lead in SFDC.
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Re: What causes smart program syncing to SFDC to create duplicate lead?
We are bypassing auto-assignment rules on purpose and are using Marketo to make the assignment. Is auto-assignment the only option here?
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Re: What causes smart program syncing to SFDC to create duplicate lead?
Devraj Grewal
Feb 7, 2017 12:17 PM
1 of 1 people found this helpfulWell it's not the only option, if you also indicate who the owner is (ex. John Smith), it will assign to them and a duplicate lead will not be created. It is when you assign to a queue that a new lead is created.
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Re: What causes smart program syncing to SFDC to create duplicate lead?
We've also seen this happen recently, but only when trying to sync 'Contacts' to a specific queue. The queue is setup for leads only, but odd that if a Contact qualifies it's creating a duplicate rather than bypassing.
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Re: What causes smart program syncing to SFDC to create duplicate lead?
Hi Loren,
This is a well known effect. assigning a contact to a queue in a sync to SFDC flow step will create a new lead.
The other cases indicated above will NOT create a duplicate, only reassign the lead or the contact.
-Greg
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