Duplicate Management | Community
Skip to main content
A
Anonymous
January 22, 2016
Question

Duplicate Management

  • January 22, 2016
  • 2 replies
  • 3290 views

I've noticed some solo campaigns where contacts were uploaded directly into MKTO which could mean that we may have duplicates if those contacts came in via our normal SFDC > MKTO flow at a later time. What is the best advice on merging those duplicate records/leads?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

A
Anonymous
January 22, 2016

Best advice is to dedupe at your salesforce instance first, then use the possible duplicates to find any dupes in marketo.  Or to import leads into salesforce and let them sync over to Marketo.

Josh_Hill13
Josh_Hill13
Level 10
January 22, 2016

I'm a little confused,

Usually Marketo should receive all imports so it dedupes by email address.  This prevents dupes coming in from SFDC.

Yes, you should have a deduper on SFDC as well.

A
alex.stanton
Level 7
January 22, 2016

I would first find out how big is the problem. Go to the System Smart Lists in the Lead Database and look for the Possible Duplicates list. Depending on how many you find, you can choose your course of action.

As Jamie and Josh suggested, you might have had a duplicates in SFDC to start with. Marketo will not create a duplicate if you upload a name that already exists in the database, which is one of the reasons why I like to import a list into Marketo rather than into SFDC when there is no deduplication system in place.

If you have a lot of duplicates, you need to mass merge (Marketo offers a paid service for that) and install something in SFDC that will prevent them and find out what processes are creating the duplicates to that you can correct them and prevent the issue from repeating.

A
Anonymous
January 22, 2016

I checked Product Docs and saw the mass merge option as well but wanted to ask if anyone had initial advice. I poke around more and I am sure I will have other questions (Foundation training for me is next week :-) woo hoo!). Thanks again everyone!

Terms & ConditionsAccessibility statement

Loading footer...