This content has been marked as final. Show 2 replies
Regarding your first question, if you'll merge those in SF, it will be pushed back to Marketo (see article: https://community.marketo.com/MarketoArticle?id=kA050000000KyrM&src=comm)
There are some de-dupe solutions at the appexchange (http://appexchange.salesforce.com/results?keywords=dedupe), such as ringlead,DemandTools and cloudingo
You can also use Dupecatcher (which is free) to block new leads from being created manually.
As Itay noted, as soon as you create a duplicate Lead or Contact record in Salesforce, it will be synched to Marketo and create a duplicate lead record there. If you subsequently merge the duplicate records in Salesforce, they will be merged in Marketo.1 of 1 people found this helpful
If you are exporting the records from the acquired SFDC database, then importing them into your SFDC, it would be better to use one of the following tools to import them as they will prevent duplicate records from being created.
- The Apex Data Loader's Upsert function. But first, you will need to set up a custom field in your SFDC's Lead, Contact and Account records as the unique record identifier from an external system that the Data Loader will use to match records.
- The SFDC Lead Import Wizard and Account/Contact Import Wizard. They will let you specify the matching criteria (e.g. Lead/Contact Name, Email Address, Company Name/Site) during the import process.