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Best Practice Tips for New Users

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Anonymous
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Best Practice Tips for New Users

When you first launched Marketo, how did you plan your data upload?  We have four CRM systems plus other data sources.  Did you map priorities using a specific tool?
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Anonymous
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Re: Best Practice Tips for New Users

I created a data dictionary in Excel with tabs for the field in the Lead, Account, and Contact objects.  I then ensured that the fields I wanted to the same Marketo lead field (e.g. Annual Revenue) had the same name in each SFDC object.  I also noted which fields should be Visible and Read Only to Marketo.  Finally, I noted which input sources (into Marketo) should be blocked for each field.  Not sure what you mean by "map priorities".

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Anonymous
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Re: Best Practice Tips for New Users

I created a data dictionary in Excel with tabs for the field in the Lead, Account, and Contact objects.  I then ensured that the fields I wanted to the same Marketo lead field (e.g. Annual Revenue) had the same name in each SFDC object.  I also noted which fields should be Visible and Read Only to Marketo.  Finally, I noted which input sources (into Marketo) should be blocked for each field.  Not sure what you mean by "map priorities".

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Anonymous
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Re: Best Practice Tips for New Users

Thank you, Elliott.  I've started something similar in Excel; it's good to know I'm on the right track.  When I say "priorities" I mean Rules.  We have some overlap in multiple data solutions and sometimes the duplicate data doesn't match.  I want to set up some if-then statements to avoid  losing data accuracy.  (e. g. if fields don't match,  trust List A data and ignore List B.)
Anonymous
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Re: Best Practice Tips for New Users

My company offers a free solution for loading data which also makes it pretty easy to map data fields. You'll be able to import all kinds of records (lead, contact, account, etc) into Salesforce from an excel csv file. I just updated over 120k records and it worked like a charm. It's accessible via http://www.dataloader.io

Good luck with your import!
Dan

Anonymous
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Re: Best Practice Tips for New Users

Watched the video - That's Dreamy!  I wish we were using Salesforce, but that's not part of our current project scope.  Thanks anyway!