If Marketo and Salesforce data don't match, who wins? | Adobe Higher Education
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July 17, 2013
Pregunta

If Marketo and Salesforce data don't match, who wins?

  • July 17, 2013
  • 5 respuestas
  • 2119 visualizaciones
Say we have the scenario where my first name is Josh in Marketo and SFDC contact record.  There are no field update restrictions.  Then someone on the sales team changes the name to Joshua in the SFDC record.  Will SFDC be treated as the master and Joshua will be updated in Marketo or will Marketo push "Josh" back into the SFDC system?  

Scenario #2 - Someone on our marketing team realizes his name really is Jonathan and changes it within Marketo.  Will Marketo still leave it as Josh in SFDC and eventually SFDC will change it back to Josh in Marketo as well? 

Would love some clarity around that.  Thank you!
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5 respuestas

July 17, 2013
Good question.

I believe in scenario #1, SFDC will sync the updates to Marketo and change the record to "Joshua."

I'm less sure about scenario #2, but I believe Marketo will sync over the update and override Salesforce. Timing will vary depending on whether you have a flow step and your sync cycles.
Michelle_Tizian
Level 10
July 18, 2013
For our company, SFDC wins.  That's because our Data associate or list developer will validate the contact or lead information, especially if they become a dupe record. 
July 18, 2013
Simple - For Contacts, SFDC always wins.  For Leads, Marketo always wins.
July 18, 2013
Hi Valerie,

Almost everything related to updates is tied to the timestampt of when the change was made.
Scenario #1
When the sales person changed the name to Joshua in SFDC the last modified time stamp of that record is updated in SFDC.
Marketo's sync checks for updated times stamps every 5 minutes (by default every 5 mins) and pulls the information over into the matching Marketo record. Josh will become Joshua in Marketo.

Scenario #2
When your marketer updates the name to Jonathan the timestamp on the marketo record is updated. At the next background sync this record updated will be included and pushed to SFDC. Assuming Marketo has read/write access to the First name field in SFDC then Salesforce will accept the change anJosh will become Jonathan.


We do field level conflict resolution so if between a sync field X changes in Marketo and field Y in sf.com then during the next successful sync field X is updated in  sf.com and field Y in Marketo.

Scenario #3
So what if Scenario 1 and scenario 2 happened almost simultaneously, if your sales team set Josh to Joshua in SFDC and then seconds later your Marketo team changed Josh to Jonathan

If the same field is updated both in Marketo and sf.com between a sync then:
If it is a lead, Marketo value wins
If it is a contact sf.com value wins

Hope that helps,
Cathal

July 18, 2013
Last change wins