3 Replies Latest reply on Dec 21, 2017 1:09 PM by 7f793fa824fee37797c6ddb2f250c2982114e7a9

    Marketo and SFDC fields when duplicates are merged

      I've been reading a lot about what info is retained and how to choose which fields' info trumps the other when merging duplicate records in Marketo and I'd just like a few clarifications.


      When merging from Marketo:

      • If we have some sfdc fields hidden/unmapped from Marketo, how can we choose which info from those fields will be retained in sfdc?
      • Will all sfdc tasks and events be retained and merged?
      • What if two contacts are associated with different opportunities in sfdc, will the newly merged contact retain all those associations?


      When merging from SFDC:

      • Will things like Marketo program membership and status be merged? If so, if this info is conflicting, can we control which one is retained?
      • Is there a way to be notified in Marketo if and when records are merged in sfdc?
      • Is there any data I'm not thinking of that may not be retained if the merge happens in sfdc?


      Any other tips or things to consider would be very helpful!