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Anonymous
September 2, 2014
Question

Things need to consider before integrating with Salesforce

  • September 2, 2014
  • 1 reply
  • 592 views
Hi

We are planning to integrate our existing marketo and salesforce instances. Both the orgs are having lead data and there are duplicate accounts and contacts in salesforce.
So can any one throw some light on if we need to dedupe accounts as well along with contacts before doing the integration, what is the impact if we dont dedupe account data in the salesforce system.

Thanks
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1 reply

Josh_Hill13
Josh_Hill13
Level 10
September 2, 2014
Ideally, you should dedupe all records or merge them together, if appropriate.

The impact will be the potential to send email to the wrong accounts or Contacts if they have dupes across Accounts or the Owners are not aligned.

The other issue is data quality.

Another issue is that you have one person with several entries and email addresses, they unsubscribe from ONE of those, but the others continue to be sent email and that person gets mad at you.

There could be good reasons to have several Accounts for Cisco if they are at different locations or for different sales territories. Ideally they'd be in an Account Hierarchy, but that only affects SFDC.
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