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