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So you work with duplicates in SFDC?
If a you resell to an existing customer do you create a new lead? Is there a business reason for not avoiding dupes and to resell via new opportunities?
In principle when there are two records matching the same email address the one with the most recent timestamp is updated.
Hi Cathal Moran and Breno Gomes,
To answer your questions:
So you work with duplicates in SFDC? We do our best to keep duplicates cleaned up but we came across issue by accident. We have some test Leads, Contacs, Account, etc... and we were using one of the test email addresses when this happened.
If a you resell to an existing customer do you create a new lead? Is there a business reason for not avoiding dupes and to resell via new opportunities? No, we create a new opportunity.
So is there not a way to ensure the form data will sync with the contact rather than the lead?
As far as I know, this cannot be done. It might be possible if you are using the API and somehow force the Contact's Marketo Lead ID in there.
One suggestion is to add those Contact fields to your Leads just in case. If you aren't use Prof Edition, then you can keep those fields off the Page Layout on the Lead.
Or just make sure you don't have Lead-Contact dupes. :/
I'm wondering why you are placing the lead's email in the URL param and capturing it as a hidden field? The Marketo form would prepopulate this if they were Known and Cookied; or if the lead filled out the form anyway. I read something once about not placing personal info in a URL as a security issue.