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Lead to account link - possible?

Question asked by Supporto BOARD on Feb 23, 2018
Latest reply on Mar 12, 2018 by Supporto BOARD

Hi Nation,

 

I need your help: I'm working on a project where there is a Salesforce setup that works on leads and contacts in parallel, meaning that when a new person is created in Marketo it is pushed on Salesforce as a lead; then from this lead a contact and an account are created (lead is not converted though), but the real work happens on the lead. We have employed the "Sync to Marketo" filter in order to avoid duplicates in Marketo as potentially there are two Salesforce records for each individual (one lead, one contact).

 

When the lead is closed and converted on the contact the sync switches from one object to the other, and the data is kept clean in Marketo.

 

The problem arises when, in Marketo, users might need to query on certain fields that are specific to accounts, because doing so will only bring records that are Salesforce contacts as results, since leads are not linked to accounts in any standard way.

 

I've tried to approach this from different angles but I can't seem to find a clean solution, given that this is a very particular Salesforce usage against a very standardized product like Marketo.

 

The only two things I could think of, but that I do not like one bit, are:

  • copying the account fields we need to query on Marketo on the lead, and then map them 2 to 1 in Marketo
  • create a custom object that is essentially a copy of the account with only the fields we need, and relate it to lead and contact so that the same relationship is brought over in Marketo.

 

Any other solution I'm not seeing?

 

Thanks,
Francesco

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