Best practice for Smart List with fields not well-defined | Community
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Deepshikha_Aror
Level 1
November 3, 2015
Question

Best practice for Smart List with fields not well-defined

  • November 3, 2015
  • 1 reply
  • 1453 views

We need to make application-based lists e.g. Salesforce,  Netsuite, SAP etc. However, in our CRM there are multiple fields (and values - e.g. salesforce entered as SFDC) that can have this information and we need to consolidate that. Is there a best practice to clean such data up or advanced filters in Marketo that can help?

Any suggestions will be appreciated.. thanks!

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
November 3, 2015

Hi, can you explain more about the application lists and multiple values?

Do you mean that you have a multi select box or string field that may have something like

"salesforce"

"SFDC"

"Salesforce.com"

Yes, you can use marketo to fix this. I believe it's even documented on docs.marketo.com or visit my site: marketingrockstarguides.com to download the guide which has a chapter on Data Management:

  • Smart List=Field IS "salesforce,sfdc, etc"
  • Flow=Change Data Value to Salesforce.com
  • Batch run
Grégoire_Miche2
Grégoire_Miche2
Level 10
November 3, 2015

I would recommend batch run to initiate the DB, plus a data value changes trigger of the Field for the future.

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