SFDC Sync Question

Question

1) It is my understanding that Marketo matches to a lead in SFDC based on email address.

2) If there are duplicates it will go to the lead in SFDC based on most recently updated.

3) So after it makes the match and there is an update made in Marketo how is the match performed? Is the same process

repeated or does Marketo store the SFDC_ID to know to go back to same same lead it matched to the first time?

4) When is the SFDC_ID field used in Marketo? It seems this could be used to ensure updates are sent to and form the same lead in SFDC?

Regards,

Paul

Grégoire_Miche2 · Answer

HI Paul,1) Not 100% correct: Marketo matches a lead in Marketo based on email address  That leads may come from SFDC or not. But if the leads comes from SFDC, the sync match between Marketo and SFDC is made on the SFDC ID.2) Yes, with some exceptions. See @Dan Stevens​ poste here: If duplicate leads are an issue, be aware of how Marketo determines which lead is active . 3) once the match is made if the person comes back the cookie will determine which lead is updated, if there is a cookie.4) Indeed, Marketo stores the SFDC ID and uses it for syncs. So if a lead in Marketo is updated, then the corresponding lead/contact in SFDC will be updated as well.See it as a 2 steps process. Outside word interacts with the Marketo DB based on email address, cookies and arbitrate rules (such as last update date) and the Marketo DB interacts with SFDC based on the SFDC ID.-Greg

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