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Somewhat of a strange idea that I wanted to see if others are doing. In a world where an org uses both Leads and Contacts, is anyone doing anything to a converted lead when the contact it was converted to is deleted?

From looking at reports the lead is retained which I can understand due it the fact it's on a different object.

Is anyone using Flow or Apex to delete the now orphaned lead? Our use case is for some custom integrations we have with Marketing Cloud.

6 answers
  1. Sep 11, 2020, 2:54 PM

    Hi @Nick Lindberg​ 

     

    The Lead and Contact in this scenario do not have a direct relationship. Lead is a flat object and converts to Account/Contact/Opportunity. On conversion as well no relationship is build which means there should be a unique identifier on both lead and contact to check if there's any converted Lead with the same Email as contact or any other unique identifier. Converted Leads are not deleted when you delete an Account or Contact by default. You can create trigger for the same, before the Delete operation on Contact which search and delete the lead. I am not sure about what will be the impact on the Marketing Cloud Integration so...

    cc: @Salesforce.org Marketing Cloud​ 

     

    Akash

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