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Duplicate leads with static lists and salesforce

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Anonymous
Not applicable

Duplicate leads with static lists and salesforce

Hi everyone,

I have the following problem. I've used static list to import some leads, but when I did the sync with salesforce, those leads are now duplicates. Using the same e-mail address.

So, I have for example two ID number for 1 lead and the same information, but the source for one is a static list and the other one has source salesforce.

How I can avoid to have duplicates when I use static lists and salesforce?

Thank you in advance.

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Josh_Hill13
Level 10 - Champion Alumni

Re: Duplicate leads with static lists and salesforce

I suspect she uploaded them to Marketo first, then turned on the sync with SFDC.

Marketo does not dedupe records that come in from SFDC.

You have two options:

  1. delete the leads associated to the static list import - these are definitely Marketo Only. You can modify a smart list to look at Member of List=X and SFDC Type IS  EMPTY to be sure.
  2. Merge the records manually or with a tool.

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6 REPLIES 6
Anonymous
Not applicable

Re: Duplicate leads with static lists and salesforce

Hey Adriana,

Who did you sync the records too in Salesforce? This doesn't happen typically so something must have happened on the Salesforce side most likely. Can you describe your process in detail and how you discovered that duplicates were created, please?

Josh_Hill13
Level 10 - Champion Alumni

Re: Duplicate leads with static lists and salesforce

I suspect she uploaded them to Marketo first, then turned on the sync with SFDC.

Marketo does not dedupe records that come in from SFDC.

You have two options:

  1. delete the leads associated to the static list import - these are definitely Marketo Only. You can modify a smart list to look at Member of List=X and SFDC Type IS  EMPTY to be sure.
  2. Merge the records manually or with a tool.
Anonymous
Not applicable

Re: Duplicate leads with static lists and salesforce

Hi Josh,

Thank you for your answer. Do you know what tool can I use to merge leads?

Thank you!

Anonymous
Not applicable

Re: Duplicate leads with static lists and salesforce

For duplication, I think you can try TIBCO Clarity. It has a really powerful and robust de-duplication function.

You can customize your match strategies by columns or by swappable columns or by columns against to a thesaurus table, and then use them to discover duplicate records from any incomplete or partially similar records, even from records in different languages.

In addition, It has deep integration with both Salesforce and Marketo. It can help you directly update and remove duplication data in your salesforce and Marketo account.

you can try TIBCO Clarity for free.   https://clarity.cloud.tibco.com/landing/index.html

Anonymous
Not applicable

Re: Duplicate leads with static lists and salesforce

Hi Adrian.

RingLead works with 150+ Marketo customers for deduping and more importantly pre-duping, that is preventing duplicates as they are being created in Marketo.  Lists, forms, any way a new record is created.  Whatever it costs to get the data right at the point of creation it will cost 10x to fix the data later so the best practice is to focus on prevention.

Gregg

gregg@ringlead.com

Anonymous
Not applicable

Re: Duplicate leads with static lists and salesforce

There's also a desktop tool from CRM Fusion called DemandTools; it has very powerful de-duping logic and support de-duping across objects (standard as well as custom); as well as a slew of other admin-data management functionality.