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Re: Merging Duplicate Contacts/Leads

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Anonymous
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Merging Duplicate Contacts/Leads

Should we merge contacts in Marketo or SFDC?  Is there a benefit to merging in one program or the other?  
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Anonymous
Not applicable

Re: Merging Duplicate Contacts/Leads

Personally I think it is better to merge duplicates in SF.

However, this is just my personal preference but both work.

If you were to merge a lead in SF it will also merge the Marketo record and vice versa.

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Anonymous
Not applicable

Re: Merging Duplicate Contacts/Leads

Personally I think it is better to merge duplicates in SF.

However, this is just my personal preference but both work.

If you were to merge a lead in SF it will also merge the Marketo record and vice versa.
Anonymous
Not applicable

Re: Merging Duplicate Contacts/Leads

Why do you think its better to merge in SF then in Marketo?  
Anonymous
Not applicable

Re: Merging Duplicate Contacts/Leads

I find SF to be more consistent.

Every once in a while when you are merging duplicates in Marketo, it fails for an unknown reason. When trying to merge the same records in SF it works.

There really is not a right answer, it's whatever you feel comfortable with.
Jep_Castelein2
Level 10

Re: Merging Duplicate Contacts/Leads

Just to add an obvious note: if a duplicate Lead is only in Marketo, you will have to merge it in Marketo (because at least 1 of the duplicate leads is not in SFDC). 

Jep

Michelle_Tizian
Level 10

Re: Merging Duplicate Contacts/Leads

Great tip Jep!!!!