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What is the best way to identify duplicates created by Sales

Question asked by 313f316215c021f01ae3652c5fe435d369b4b333 on Sep 2, 2016
Latest reply on Sep 6, 2016 by josh.hill

Hello everyone

 

Without a solution to that take care of duplicates at source in SFDC  such as RingLead or LeanData, what is the best way to identify duplicate that have been created by the sales team in SFDC?

 

Marketo has the filter called "Duplicate filed" and you can select for options

  • Email Address
  • Full Name
  • Last Name
  • Updated At

 

Marketo will provide the duplicates but in the results displayed you may not see the duplicated records. The key point in identifying duplicates is also to understand the root cause such as Sales creating duplicates in SFDC without checking if the records exist or not. As we know, Marketo does not dedup when a record is created in SFDC.

 

Just looking at duplicates without a time frame can be an issue but the lead creation date and the SFDC creation date can vary tremendously.

 

Any suggestions on best practices would be great

 

Thanks

Axel

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