So, after a year and a half, we finally connected our CRM to Marketo (I know, I know ... late). While we were waiting to get these connected, we've been uploading lists from SFDC into Marketo in order to send emails. Just this past week, we were able to get our CRM hooked up (yay) but now we have thousands and thousands of duplicate records. Email is the same, but we want to match up the MKTO record to the SFDC record. Questions: 1. We do not have the budget for a paid solution, so are there other methods we could that would work in this case? 2. One of our partitions hasn't been filled. Is there something we can append the SFDC record before syncing that would make Marketo go "oh, I know who you're reaching to ... I'll magically match that for you." I just find it strange that there's no simple-ish solution for the dups, or a rule that I could say "take lead score but update all the other data with what SFDC brings over." Any help would be greatly appreciated. We really don't want to manually go through thousands of records one by one. Thanks!
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Hi Marketo Community — wondering if anyone could provide some detail. Problem: My company has an independent sales channel that provides us with most of our leads (contacts). These are being imported into Marketo today because we are working through some challenges with syncing. Specifically, if a contact provides us with something that is alternative than the information we have provided — such as a different mailing address or a name change — I believe it is stated in the documentation that Marketo would write to SFDC. However, in my business, we cannot allow name changes to be made from the Marketo end. Ideally, we would like to have the ability to choose which fields we can write versus read-only. For example: First Name Last Name Company Name Role State Birthday Write X X Read X X X X X X Are we able to do this on Marketo? Or within SFDC? How do we prevent changes from being made where it shouldn't be made?
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