Best Practice Tips for New Users

Question

When you first launched Marketo, how did you plan your data upload?  We have four CRM systems plus other data sources.  Did you map priorities using a specific tool?

Anonymous · Accepted Answer

I created a data dictionary in Excel with tabs for the field in the Lead, Account, and Contact objects. I then ensured that the fields I wanted to the same Marketo lead field (e.g. Annual Revenue) had the same name in each SFDC object. I also noted which fields should be Visible and Read Only to Marketo. Finally, I noted which input sources (into Marketo) should be blocked for each field. Not sure what you mean by "map priorities".

Anonymous · Answer

Thank you, Elliott. I've started something similar in Excel; it's good to know I'm on the right track. When I say "priorities" I mean Rules. We have some overlap in multiple data solutions and sometimes the duplicate data doesn't match. I want to set up some if-then statements to avoid losing data accuracy. (e. g. if fields don't match, trust List A data and ignore List B.)

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