Hi All,
We are currently working on a B2B use case where some individuals may have both customer and partner account types. In certain cases, these profiles may share the same email address, Marketo person ID, or account ID. However, our requirement is to keep these profiles separate and avoid stitching them together, even when the identities (email or Marketo person ID) overlap.
Given that we are using email ID and Marketo person ID as our primary identifiers,secondary identifiers could you please advise on the best approach or configuration to ensure that customer and partner profiles remain distinct in our system?
Thank you for your guidance.
| Field | Duplicate 1 (Customer) | Duplicate 2 (Partner) |
| ECID | 1234 | 1234 |
| Email | CDP_DedupeTest4@wd-test.com | CDP_DedupeTest4@wd-test.com |
| First Name | Bob | Bob |
| Last Name | Smith | Smith |
| Company | XYZ | XYZ |
| Account Type | Customer | Partner |
| Account Id | 99999 | 11111 |
| SFDC Id | 123XYZ | 321ABC |
| Person Id | 1212121 | 3434343 |
| Marketo Filters | Customers Only | Partners Only |
Sample record
