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Support and Sync two separate account types with one email address

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Support and Sync two separate account types with one email address

Can a sync with Salesforce and Marketo support two leads with the same email address if each lead has a different person type associated with it?

Our company supports two member types: Corporate and Consumer. We have instances where both a consumer account and corporate account have the same email address associated to them.  For example: John Smith 123@abc.com (Consumer account) and John Smith 123@abc.com (Corporate account). Can Marketo support and sync this type of scenario?

Thanks.

-Ryan

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Re: Support and Sync two separate account types with one email address

Hi Ryan,

Under Admin > Database Management > Marketo Custom Objects you can create an object for each type of association that your lead in the lead database can be associated with and even create levels via association among the custom objects.  Click on New Custom Object and begin setting up the fields for each classification.

Its just like the Salesforce Object Manager.

We are a financial institution and so we have people that can have multiple accounts with joint holders on some and then products (checking, savings, loans, etc.) under each of those accounts.  Each of those people or joints can have one or many of each account or product.

Kevin

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Re: Support and Sync two separate account types with one email address

Hy Ryan,

From SFDC to Marketo, any such duplicate in SFDC will be sync'ed with Marketo and exist as duplicates in Marketo. Once these duplicates exist in Marketo, both records will sync both ways.

From Marketo to SFDC, this is more tricky, especially on lead creation: if one of the 2 already exist in Marketo and that person fills out a Webform, Marketo will never create a new entry in it's owner database. But you can still force the creation of a new lead in SFDC if (and only if) that person is a salesforce contact: just run a sync with SFDC flow step and assign the contact to a lead queue. This will create a new SFDC lead that you can convert to a contact with one of the record types.

But duplicates in Marketo drive many other issues, such as split activity logs and scoring, or unilateral decision from Marketo to assign new activities to one of the 2: a lot has been written on this in the community.

-Greg

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Re: Support and Sync two separate account types with one email address

Thank you Greg for your response. I will continue to dig through the community for more write ups on this topic. Thanks again.

-Ryan

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Level 1

Re: Support and Sync two separate account types with one email address

Hi Ryan,

We are in a similar situation.

This data can exist in Marketo through the use of custom objects. 

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Level 2

Re: Support and Sync two separate account types with one email address

Hi Kevin,

You stated you set up custom objects. What type of object did you use? How were they put into place? Do you have an example you could share?

Thank you,

-Ryan

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Level 1

Re: Support and Sync two separate account types with one email address

Hi Ryan,

Under Admin > Database Management > Marketo Custom Objects you can create an object for each type of association that your lead in the lead database can be associated with and even create levels via association among the custom objects.  Click on New Custom Object and begin setting up the fields for each classification.

Its just like the Salesforce Object Manager.

We are a financial institution and so we have people that can have multiple accounts with joint holders on some and then products (checking, savings, loans, etc.) under each of those accounts.  Each of those people or joints can have one or many of each account or product.

Kevin

View solution in original post