1 Reply Latest reply on Jun 6, 2016 7:53 AM by Danielle Chan

    Deleting Invalid Contacts (SFDC)

    Ande Kempf

      Apart of our data clean up is to delete unsubscribed leads from Marketo (not SFDC) and hide these leads from the SFDC sync.  I am wanting to perform the same operation to invalid leads and contacts.  However, deleting contacts scares me.

       

      What is the best practice for cleaning up contact records?  Should I alert sales to update the contact information for these contacts first? Should I just check the last engagement date and remove anyone who hasn't engaged in a few months?

       

      Any advice is welcome! / If there is already a product sheet or blog post I have missed just post a link!

       

      Thanks!

       

      -Ande