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stacenic

Question - we sync our Marketo programs to SFDC campaigns through the "set up" tab & "sfdc campaign sync". If I remove people from the sfdc campaign - will they then be removed from the Marketo program? We have some people we are seeing as marked "responded" that shouldn't be in the campaign/program altogether. I'd like to be able to remove in one instance without having to do it in both.

stacenic

Hi Kim! Thank you for responding! Super helpful! I have another great example - which I think is giving me more reason to advise against keeping deleted records in Marketo - there was an email we sent out the other day - and for some reason, Marketo decided to include the "deleted" (deleted from Salesforce) records in the email send & add them to the salesforce campaign - even though that same email address is associated with another record (that is NOT deleted in salesforce). I wonder why / how Marketo favors one record over another? Shouldn't any record with that associated email be added to the campaign? (salesforce and/or marketo) The above goes back to one of the issues causing duplicates in salesforce - records that have been deleted get picked back up & pushed back into the system, even though another record has the same exact email & has not been deleted from salesforce.

stacenic

We have a serious duplicate issue in our marketo & salesforce instance, and here are a few things I think are causing the issue but I need help figuring it out: when a contact or lead record is deleted in SFDC, we keep it in Marketo (as a safeguard) - but if we happen to cross this record again via a list upload or something - marketo will sync over multiple records to SFDC - thus creating duplicates & the dupe picking up it's old lead source & lead source detail value. Does it make sense to keep deleted records in Marketo? It seems like it causes issues more than help with anything when we upload lead lists in SFDC vs uploading them into Marketo. We do this because we have a plugin in SFDC called "duplicate check" where you can run jobs checking for dupes in the system. At my previous company, we used HubSpot and ALWAYS uploaded lists into HubSpot and then pushed to SFDC. What's the best practice for Marketo? does Marketo not check for the associated record in SFDC while syncing over? For example in HubSpot, the unique identifier is email address - so if the record already exists in SFDC - a new one would not be created. Thank you in advance for helping!

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Remove Members from Program through Salesforce

Re: Marketo and Salesforce Duplicates Issue

Marketo and Salesforce Duplicates Issue