SFDC Sync: Merging a Lead/Contact/Person

Sometimes it’s best to just list the rules. Here we go:

• When you merge two leads in Salesforce, the normal sync tells Marketo Engage and the leads are merged automatically as people in Marketo.
• Merging two people in Marketo actually invokes the same process as merging them as leads in Salesforce. It still works automatically.
• Merging a lead (person) into a contact works the same way. You end up with a single contact on both sides.
• When merging, the default score is summed.

• Conflicting field values are taken from the “winning record.” (Record = the resulting lead or contact)
• If the “losing record” (the one that is disappearing) had a value and the winning record has none, we will keep the losing record. In other words, “Some value is better than no value.”
• All activity log items are merged.