Best Practice Tips for New Users | Community
Skip to main content
January 3, 2013
Solved

Best Practice Tips for New Users

  • January 3, 2013
  • 4 replies
  • 2358 views
When you first launched Marketo, how did you plan your data upload?  We have four CRM systems plus other data sources.  Did you map priorities using a specific tool?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by
I created a data dictionary in Excel with tabs for the field in the Lead, Account, and Contact objects.  I then ensured that the fields I wanted to the same Marketo lead field (e.g. Annual Revenue) had the same name in each SFDC object.  I also noted which fields should be Visible and Read Only to Marketo.  Finally, I noted which input sources (into Marketo) should be blocked for each field.  Not sure what you mean by "map priorities".

4 replies

Accepted solution
January 3, 2013
I created a data dictionary in Excel with tabs for the field in the Lead, Account, and Contact objects.  I then ensured that the fields I wanted to the same Marketo lead field (e.g. Annual Revenue) had the same name in each SFDC object.  I also noted which fields should be Visible and Read Only to Marketo.  Finally, I noted which input sources (into Marketo) should be blocked for each field.  Not sure what you mean by "map priorities".
January 3, 2013
Thank you, Elliott.  I've started something similar in Excel; it's good to know I'm on the right track.  When I say "priorities" I mean Rules.  We have some overlap in multiple data solutions and sometimes the duplicate data doesn't match.  I want to set up some if-then statements to avoid  losing data accuracy.  (e. g. if fields don't match,  trust List A data and ignore List B.)
January 3, 2013

My company offers a free solution for loading data which also makes it pretty easy to map data fields. You'll be able to import all kinds of records (lead, contact, account, etc) into Salesforce from an excel csv file. I just updated over 120k records and it worked like a charm. It's accessible via http://www.dataloader.io

Good luck with your import!
Dan

January 3, 2013
Watched the video - That's Dreamy!  I wish we were using Salesforce, but that's not part of our current project scope.  Thanks anyway!