Name/Email Data Management

[Brett_Carpenter]

Hey all!

I've got a bit of a data issue going on with some names in my database. If you see in the screenshot, this lead has garbage data. Our check before leads get sent to SFDC only makes sure those fields aren't empty (which doesn't help in this case).

What data management rules do you clean data such as this? I'd love to hear your procedures!

Thanks!

[Valerie_Armstro]

Hi Brett Carpenter

Highly recommend taking a look at Inga Romanoff and Elliott Lowe Data Quality Bootcamp session:

- Marketo Summit 2015 - Data Quality Bootcamp

- http://ingaroma.wpengine.com/summit/ has some great resources and downloads as well.

[Brett_Carpenter]

Thanks Valerie!

[Anonymous]

Hi Brett,

For fields such as Job Title, an easy solution and best practice is to make of this field a Picklist. This way you will restrict the options the user can select and massively improve your data quality and ability to segment your database.

For fields such as Phone, just use the right field type. In this case, select 'Number' as a field type and Marketo will automatically give you an error message if the user fills this field out with other type of data:

For the rest of the fields, probably add a message explaining the importance of getting real data.

Hope this helps you!

[Brett_Carpenter]

Thanks Macarena Mazzeo In this case, the phone number field came through our resources hub. I'll ask them if that's a field we can change to at least be number-only.