Custom Deduplication Rule Creating New Lead

A document by KCS Integration on behalf of Avery Nason on Oct 16, 2019Last modified by Roxann McGlumphy on Oct 18, 2019
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Issue Description

How to determine whether a custom deduplication rule will create a new lead or update an existing lead.

 

Issue Resolution
The following scenarios will describe when a new lead is created where deduplication is based on email address, and a custom field that we will call TestField.

 

TestField (without email address):

  • All leads(with no email address value present) would create new lead records within the Marketo database. A blank, or empty value is still seen as a value in Marketo.

 

TestField and Email Address are present:

  • If email address and TestField are present, Marketo will create a duplicate record, if both of these values do not match values that are already present in the Marketo database. For example:
    • An existing lead in the Marketo database has a email address value of: 123Test@Test.com
    • An existing lead in the Marketo database has a TestField value of: 123456

 

Lead 'A' has a email address value of: 123Test@Test.com

Lead 'A' has a TestField value of: 000111

 

Lead 'B' has a email address value of: 123Test@Test.com

Lead 'B' has a TestField value of: 123456

 

Lead 'A' would create a lead record with a duplicate email address as both fields did not match what was on the existing lead in the database.

Lead 'B' would update the existing lead in the Marketo database due to both fields matching the existing lead record.

 

 

 

Email Address (without TestField):

 

All leads(with no TestField value present) would create new lead records within the Marketo database. A blank, or empty value is still seen as a value in Marketo.

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