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stacenic
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May 6, 2020
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Marketo and Salesforce Duplicates Issue

  • May 6, 2020
  • 1 reply
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We have a serious duplicate issue in our marketo & salesforce instance, and here are a few things I think are causing the issue but I need help figuring it out:

  • when a contact or lead record is deleted in SFDC, we keep it in Marketo (as a safeguard) - but if we happen to cross this record again via a list upload or something - marketo will sync over multiple records to SFDC - thus creating duplicates & the dupe picking up it's old lead source & lead source detail value. Does it make sense to keep deleted records in Marketo? It seems like it causes issues more than help with anything
  • when we upload lead lists in SFDC vs uploading them into Marketo. We do this because we have a plugin in SFDC called "duplicate check" where you can run jobs checking for dupes in the system. At my previous company, we used HubSpot and ALWAYS uploaded lists into HubSpot and then pushed to SFDC. What's the best practice for Marketo? 
  • does Marketo not check for the associated record in SFDC while syncing over? For example in HubSpot, the unique identifier is email address - so if the record already exists in SFDC - a new one would not be created. 

Thank you in advance for helping! 

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Best answer by kpara3-2

Hi!

 

1. Ok generally, a 1:1 sync is ideal. So everything in MKTO is in SFDC and vice versa. But if you think about it sometimes you don't need certain SFDC lead/contact records in MKTO (partner records for example may not be someone you market to) and same with records into SFDC (sometimes if leads aren't qualified enough or don't have certain fields filled out, they may need to stay in MKTO depending on your whole setup and lifecycle). But in your case it sounds like you've deemed the record to be junk and not even worthy to label "recycled" or "trash" - you want them gone. In this case, I'd also remove them from Marketo to eliminate such issues as you're running into. However, I'd first suggest that you formalize which records you are deleting, and why. And have a process to export their data first so you have that history stored somewhere.

2. Best practice is to upload lists into Marketo. Marketo dedupes automatically by email address (unless you have Support setup a additional criteria on the back-end). This also allows you to directly attribute these names to certain sources and programs.

3. This really depends on how you have your systems integrated. Do you have any custom sync filters setup? Are there certain leads being kept out of MKTO? There are a lot of factors here that could affect this answer so I'd encourage you to test it!

 

Kim

1 reply

K
kpara3-2Accepted solution
New Participant
May 6, 2020

Hi!

 

1. Ok generally, a 1:1 sync is ideal. So everything in MKTO is in SFDC and vice versa. But if you think about it sometimes you don't need certain SFDC lead/contact records in MKTO (partner records for example may not be someone you market to) and same with records into SFDC (sometimes if leads aren't qualified enough or don't have certain fields filled out, they may need to stay in MKTO depending on your whole setup and lifecycle). But in your case it sounds like you've deemed the record to be junk and not even worthy to label "recycled" or "trash" - you want them gone. In this case, I'd also remove them from Marketo to eliminate such issues as you're running into. However, I'd first suggest that you formalize which records you are deleting, and why. And have a process to export their data first so you have that history stored somewhere.

2. Best practice is to upload lists into Marketo. Marketo dedupes automatically by email address (unless you have Support setup a additional criteria on the back-end). This also allows you to directly attribute these names to certain sources and programs.

3. This really depends on how you have your systems integrated. Do you have any custom sync filters setup? Are there certain leads being kept out of MKTO? There are a lot of factors here that could affect this answer so I'd encourage you to test it!

 

Kim

    S
    stacenicAuthor
    New Participant
    May 13, 2020

    Hi Kim! 

     

    Thank you for responding! Super helpful! I have another great example - which I think is giving me more reason to advise against keeping deleted records in Marketo - there was an email we sent out the other day - and for some reason, Marketo decided to include the "deleted" (deleted from Salesforce) records in the email send & add them to the salesforce campaign - even though that same email address is associated with another record (that is NOT deleted in salesforce). I wonder why / how Marketo favors one record over another? Shouldn't any record with that associated email be added to the campaign? (salesforce and/or marketo) 

     

    The above goes back to one of the issues causing duplicates in salesforce - records that have been deleted get picked back up & pushed back into the system, even though another record has the same exact email & has not been deleted from salesforce. 

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