Overview
When duplicate Leads or Contacts are merged in Salesforce, the surviving record inherits all associated Engagements. If that results in more than one open Activation Engagement, it violates the Integrous Analytics data model—each person should only have one active Sales Journey at a time.
This scenario typically arises when a duplicate record is mistakenly created due to automation/integration issues or manual entry. The second Activation usually should have been created as an Influencing Engagement.
The system automatically resolves these cases to maintain reporting accuracy and data integrity.
When It Runs
The logic triggers automatically when a Lead-to-Lead or Contact-to-Contact merge results in more than one Activation Engagement where:
Sales Journey Completion Date is blank (Leads/Contacts can have multiple closed Activations)
AND no Opportunity has an 'Attribution Engagement' relationship to the Activation (the system prioritizes not changing Opportunity Attribution)
⚠️ Activations that are complete or provide Opportunity attribution are never modified.
What It Does
When multiple eligible Activations exist, the system:
Selects the Winning Activation
Chooses the one with the earliest Engagement Date
This becomes the person's sole Open Activation
Consolidates Sales Progression Data
Stage 1 Date and Owner on the Winning Activation are unchanged
Sets Stage 2 and 3 Dates and Owners on the winning Activation from the Activation with the earliest Stage 3 Date
If there's a tie, the winner’s dates are preferred; otherwise, selection is random
If none of the records have a Stage 3 Date, then it sets Stage 2 Date and Owner on the winning Activation from the Activation with the earliest Stage 2 Date
If there's a tie, the winner’s dates are preferred; otherwise, selection is random
Converts the ‘losing’ Activations to Influencing Engagements
Clears values in fields that are only populated on Activation Engagements
This reflects what it likely should have been originally
Updates Related Lookups
Updates the Current Activation field on the winning Lead/Contact to point to the winning Activation
Updates any Influencing Engagements that had a ‘losing’ Activation as their Activation Parent to use the winner
Archives for Auditability
Prior values are stored in the Archived Activation Info Due to Merge field
Limitations
The logic only runs for Lead-to-Lead and Contact-to-Contact merges
Lead-to-existing-Contact conversions are not yet supported by this feature, and can result in the Contact having more than one open Activation
This is a known issue, and a resolution is on the product roadmap
This logic runs on Salesforce’s native Lead/Contact merge UI (max 3 records)
⚠️ Merges performed via data loaders or third-party tools may not trigger this logic
Manual user selections of the Lead/Contact Current Activation during merge are overridden by system logic to ensure data coherence
As noted above, Contacts can still end up with more than one open Activation if an Opportunity is (or was at the time of the merge) attributed to an Activation in question