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Merging Duplicates in SalesForce, CRM or Marketo... What's the deal?

John_M
Marketo Employee
Marketo Employee

Screen Shot 2015-08-24 at 11.15.34 AM.png

There is some confusion over what happens when leads are merged manually in CRM, SFDC, or Marketo. This guide provides some explanation and clarification on that topic... and some useful pointers to documentation in the product.

To summarize...

  • If two duplicate Leads or Contacts are synched to SFDC, if you Merge them in SalesForce, they are merged in Marketo
  • If two duplicate Leads or Contacts are synched to CRM, if you Merge them in Dynamics, they are merged in Marketo
  • if two duplicate Leads or Contacts are synched to Salesforce.. and you merge them in Marketo.. they are merged in Salesforce
  • if two duplicate Leads or Contacts are synched to Microsoft Dynamics, the leads cannot be merged in Marketo. They would have to be merged in Dynamics.

Documentation:

Merging a Lead in Salesforce

Merging a Lead in Marketo

     SFDC Effect:

          Leads

          Contacts

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1 Comment
Anonymous
Not applicable

And to do mass merge  of multiple records - use ringlead