Cleaning up Person Source | Community
Skip to main content
M
MAASH
New Participant
December 8, 2021
Solved

Cleaning up Person Source

  • December 8, 2021
  • 2 replies
  • 2183 views

We recently implemented Marketo and left the Person Source data management program inactive while waiting to also implement a new CRM system (we didn't have one before). My question is this: Is the reason for having batch and trigger to schedule a one-time fix for historical with the batch and then activate the trigger for all new sources?  

We are now configuring SugarCRM and we want to clean up. To date, we have used Person Source in a few forms, but we understand that should also stop going forward. I've read the other articles, but I didn't see one covering the batch campaigns. Lessons learned appreciated.

 

Thanks in advance.

 

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Edward_Rumsey

Hi,

Yes, the batch is for a historical back-update of the person score whilst trigger will deal with any new persons scores. Once the batch has run it will be made obsolete in needing to be run again due to the constant progress of the trigger.

2 replies

A
AbhinavSa2
Employee
December 9, 2021

Hi,

You can run the batch campaign with condition "If person source is empty -> update the person source" and you can activate the triggers to update person source for new leads parallelly. 

    Edward_Rumsey
    Edward_RumseyAccepted solution
    New Participant
    December 9, 2021

    Hi,

    Yes, the batch is for a historical back-update of the person score whilst trigger will deal with any new persons scores. Once the batch has run it will be made obsolete in needing to be run again due to the constant progress of the trigger.

    Best,Edward Rumsey
      Terms & ConditionsAccessibility statement

      Loading footer...