6 Replies Latest reply on Oct 17, 2016 1:30 PM by Sanford Whiteman

    Updating Records - What are the Rules

    Tara Rowe

      Trying to figure out duplicates in Marketo and how to manage or create work around rules in SFDC that would not allow some data come over, specifically if there is not email address.

       

      What happens if you have someone’s name and phone but not their email, then they fill out a form and give the email (but same name and phone) – does it duplicate or does it find the existing lead and update it?

       

      We are trying to keep the size of our Database down and not do any worse by our data. If this is the case we can create a wall. It seems that we cannot find a definite answer as at times it updates and others it will not.