Resolving duplicate records
Posted: Sun Dec 22, 2024 3:53 am
Instead of removing one of the records from the system in order to resolve duplicates, the best thing to do is merge them together.
Now we know which of our leads are dupes, we can click into the lead profile where we should see an alert that ‘We found X potential duplicates of this lead’.
Click ‘View duplicates’.
Choose up to 3 leads to merge.
Select which values should be the master for each field.
A word of caution: merging is irreversible! Be 100% sure you mobile phone number in cambodia have merged correctly before saving.
Preventing future duplicates
With a clean and tidy database free from duplicate records, it’s important to keep it this way by setting up measures to prevent future duplicates.
Use Duplicate Reports to monitor & merge records on a regular basis, blocking the creation of duplicates and setting up custom duplicate rules can all help to prevent future duplicate records.
If you need a hand at any time, feel free to send our team a message.Connecting Pardot and Ad Studio involves tasks in Salesforce, Pardot, and Marketing Cloud. Unfortunately, it’s not a simple ‘plug and play’ solution and may require a Salesforce Partner, especially if you’re less than advanced in the platform.
Happy to go it alone? In order to make the changes, you’ll need to meet the following requirements:
Permission to view, add, and edit campaign objects in Salesforce.
Marketing user permissions in Pardot.
A verified Salesforce-Pardot connector.
Access to Advertising Studio or full access to Marketing Cloud.
Marketing Cloud Connect enabled.
A Marketing Cloud File Transfer Protocol (FTP) account and be an FTP user.
A third-party social account connected for advertising.
If you don’t meet all of these requirements, you may need to work with other Salesforce admins and Pardot/Marketing Cloud users to complete all of the following tasks. We recommend you complete the tasks in order because those within Salesforce and Pardot must be done before you’ll be able to finalise the setup in Marketing Cloud.
Now we know which of our leads are dupes, we can click into the lead profile where we should see an alert that ‘We found X potential duplicates of this lead’.
Click ‘View duplicates’.
Choose up to 3 leads to merge.
Select which values should be the master for each field.
A word of caution: merging is irreversible! Be 100% sure you mobile phone number in cambodia have merged correctly before saving.
Preventing future duplicates
With a clean and tidy database free from duplicate records, it’s important to keep it this way by setting up measures to prevent future duplicates.
Use Duplicate Reports to monitor & merge records on a regular basis, blocking the creation of duplicates and setting up custom duplicate rules can all help to prevent future duplicate records.
If you need a hand at any time, feel free to send our team a message.Connecting Pardot and Ad Studio involves tasks in Salesforce, Pardot, and Marketing Cloud. Unfortunately, it’s not a simple ‘plug and play’ solution and may require a Salesforce Partner, especially if you’re less than advanced in the platform.
Happy to go it alone? In order to make the changes, you’ll need to meet the following requirements:
Permission to view, add, and edit campaign objects in Salesforce.
Marketing user permissions in Pardot.
A verified Salesforce-Pardot connector.
Access to Advertising Studio or full access to Marketing Cloud.
Marketing Cloud Connect enabled.
A Marketing Cloud File Transfer Protocol (FTP) account and be an FTP user.
A third-party social account connected for advertising.
If you don’t meet all of these requirements, you may need to work with other Salesforce admins and Pardot/Marketing Cloud users to complete all of the following tasks. We recommend you complete the tasks in order because those within Salesforce and Pardot must be done before you’ll be able to finalise the setup in Marketing Cloud.