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Marketo and SFDC fields when duplicates are merged

Question asked by 7f793fa824fee37797c6ddb2f250c2982114e7a9 on Dec 19, 2017
Latest reply on Dec 21, 2017 by 7f793fa824fee37797c6ddb2f250c2982114e7a9

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!

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