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Data management vs. Salesforce data management

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Level 5

Data management vs. Salesforce data management

Hoping this is a good question. I have a Sales Ops instance that is pretty complicated. We have partner records which is a custom object and because of historical mishaps, the Salesforce instance is a bit messy. The sales ops team does NOT want marketing to work on de-duping or cleaning the records within Salesforce.

What is the general opinion on cleaning the Marketo database without touching the salesforce records. So basically deleting records and prevent from syncing again in Marketo. Would love some help! Thanks!

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Re: Data management vs. Salesforce data management

If you don't connect to an SFDC campaign or set to sync the record to SFDC, then technically you can have records that exist in Marketo only and not SFDC. You can also work with support to set up rules that there would be records that exist only in SFDC and not Marketo.

The downside to this is that you will end up with duplicates.

It would probably make more sense to have a discussion with your sales ops team and figure out how everyone can get on the same page with data management.

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Level 7 - Champion Alumni

Re: Data management vs. Salesforce data management

Do you have a custom sync?

The sync is bidirectional so the data will be the same in both systems, custom sync would be good to keep those that you don't want to bring over.

Highlighted

Re: Data management vs. Salesforce data management

If you don't connect to an SFDC campaign or set to sync the record to SFDC, then technically you can have records that exist in Marketo only and not SFDC. You can also work with support to set up rules that there would be records that exist only in SFDC and not Marketo.

The downside to this is that you will end up with duplicates.

It would probably make more sense to have a discussion with your sales ops team and figure out how everyone can get on the same page with data management.

View solution in original post