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I need a de-duplication system that worksboth  with Marketo and SFDC.

 

Got any suggestions?
4 answers
  1. May 23, 2011, 4:30 PM
    There are several good tools out there.  Here are some things to consider when choosing/evaluating them:

     

    - There are no third-party commercial tools that I am aware of that operate directly on Marketo.  But that is OK as you have options: (a) see notes below about merging in SFDC, and (b) Marketo offers a service called "EasyMerge" to help bulk-clean duplicates.  (Note: this is a point-in-time cleanup, not an ongoing preventive tool.  However, Marketo does prevent duplicates at most points of entry.)

     

    - If Leads or Contacts are actually MERGED in SFDC, Marketo will detect that and mimic the merge in Marketo.  If, however, you are simply updating one copy of the SFDC duplicates and deleting the other(s), then Marketo will see just that: Record 1 is updated and the other(s) is deleted in SFDC - thus no merge will occur.

     

    So - as long as the tool you pick to merge in SFDC in fact merges (instead of update-and-delete), Marketo will see that and do a corresponding merge.
  2. Jul 4, 2015, 1:19 AM
    You cannot remove records from Marketo.  This has saved us about a million times when we've accidently deleted something in Salesforce.  

     

    You can find more information on this at: http://community.marketo.com  
  3. Sep 2, 2014, 1:23 PM
    Hi Maria,

     

    I want duplicate contacts clean up from Marketo. Is any way to set some rules to remove them?

     

    also how we can avoid importing those rules from Salesforce?

     

    Please Help, thanks In advance
  4. May 23, 2011, 7:26 AM
    Hey Lisa,

     

    Maria from Marketo here.  I'll have someone reach out to you about this directly.  We can help find a solution for you. 

     

    If you need anything you can reach me at maria at marketo dot com. 

     

    Thanks! 
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