Hi Jason, Most common way I see customers do this is via SFDC Record Type or custom field that indicates the B2B/B2C category. Have a look at Record Type ID and see if that works for you. It will give you the cryptic SFDC ID, but it should do the trick. Best, Graham
Just as others have mentioned, being able to use the SFDC ID value enables us to specify a specific instance of a person (where email etc may be the same, based some 'legitimate duplicate' rules we have). It's been 5 years since this thread has had any attention, but it would be great to see this simple addition taken care of.
Records missing email address - remove from the Marketo database but keep in the Salesforce database.
Without the email address field as a unique identifier between the two systems, we have no unique identifier that can be used via filter or list import. This is especially difficult for large databases.The idea has been voted for by 800 people over the course of 6 years. Is there an update that can be shared to this thread?
- You can merge on SFDC ID using an API-based import (and you can also merge on Marketo ID that way).
- You can create a list of SFDC IDs in a text file, then use a webhook to add all those IDs to a Static List which can then be used w/Member of List
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.