Workspaces/Lead Partitions/Database Fields - Please tell me there's an answer | Community
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A
Anonymous
October 31, 2016
Question

Workspaces/Lead Partitions/Database Fields - Please tell me there's an answer

  • October 31, 2016
  • 2 replies
  • 4964 views

Marketo nation:

I am facing an interesting challenge:  My company just purchased a new instance of Marketo - with workspaces.

Our business need:  We need to be able to send communications on behalf of several different clients of ours (the emails are sent to their customers....so, our clients' clients).

Initially, it sounded like workspaces and partitions were the answer to our business need.  However, after reading some articles and speaking with Marketo, I've learned that a person (aka email address) cannot exist in multiple database partitions. 

  1. Does anyone have a workaround for this, or an answer to this issue?  Each of our clients may in fact have very legitimate reason(s) to require communication with a person - they could ultimately be selling to the same person.
  2. Does anyone know, when working with partitions/workspaces....is the actual database and database fields global? Meaning, are my fields unique to partitions or are they global across the entire database?  I understand the actual data values can only be viewed/worked with by the individual partitions to which they are assigned, but can the data fields be "seen" by other partitions?

Is anyone leveraging Marketo in a similar manner, whereby you are sending emails to clients'/clients'? 

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    2 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    October 31, 2016

    Hi Duke,

    You could ask Marketo to change the way leads are being deduplicated to make the key being email address + workspace. This would enable you to create the same lead in multiple workspaces.

    Yes, the fields and their values are unique to the whole database. Yet, the lead fields, as well as the lead themselves, will only be visible to the workspaces that have access to the partition in which the lead is stored. If the workspace does not access the partition, any lead in this partition will not be visible from the workspace, whatever you do

    In your specific case, the combined unique key above should be a solution to all problems.

    The other possibility would be to manage this with custom objects. Each lead would have one or many custom objects, one entry for each of you client that may email it. Using this, you would be able to select easily all leads that "belong" to one of your client and prepare an email on the behalf of this client. See Understanding Marketo Custom Objects - Marketo Docs - Product Docs

    -Greg

    A
    Anonymous
    November 1, 2016

    Greg - thanks so much for your reply.  In your reply: "You could ask Marketo to change the way leads deduplicated to make the key being email address + workspace. This would enable you to create the same lead in multiple workspaces." 

    Is that something you simply request of them?  Will they do that?

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    November 1, 2016

    Hi Duke,

    Yes, fill a support ticket.

    -Greg

    Josh_Hill13
    Josh_Hill13
    Level 10
    November 1, 2016

    Agree with Greg.

    But are you an agency? Do you have an agency agreement with Marketo that would allow multiple instances that you manage?

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