Blog

Managing “Legitimate” Duplicate Records

March 23, 2017 | By Ed King

Not all duplicate records are created equal and not all duplicate records should be removed. There are many business situations where duplicate records should be kept. We like to call these “legitimate dupes.” Here are some of the more popular cases of legitimate dupes we see: Brokers and Channel Partners Many businesses sell through partners. …

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Dealing with Merge Blockers in the Dedupe Process

March 23, 2017 | By Ed King

When you merge duplicate records, depending on the system you are working with, there can be many situations where your merge will not be allowed. Here are the most common ones we see in Salesforce.com and how to remediate them. Merging a Lead with a Contact You can’t merge records of different object types. Although …

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Manual Review and Overwrite of Dedupe Results

March 17, 2017 | By Ed King

So far we’ve covered all the required planning, setup, and automated deduplication steps, including the first three steps: Identifying the duplicates Picking the surviving records Merging the non-surviving records into the surviving records Frequently, the next step is manually reviewing and overwriting the automated dedupe results. We have a very clear and strong position on …

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How to Merge Duplicate Records

February 15, 2017 | By Ed King

Once you have identified the duplicate records and figured out which surviving records to keep, the last part of your deduplication logic is to merge the non-surviving records into the surviving record. In some cases you may want to simply discard the non-surviving records. That simple scenario requires no further discussion. First Establish a Default …

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New Year’s Resolutions for Demand Generation & Marketing Operations Professionals to Accelerate Your Career in 2017

Demand Gen and Marketing Ops Resolutions
January 5, 2017 | By Allen Pogorzelski

Like a lot of tech companies in the Bay Area, mine was closed from Christmas to New Year’s, which gave us all time to think about what we’ve been doing and what lies ahead. Along with personal resolutions, I couldn’t help but think about our roles as well. Here are some resolutions for Demand Generation …

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How to Identify Surviving Records in Your Dedupe Logic

Peeling the Onion in Your Dedupe Logic
December 22, 2016 | By Ed King

Once you’ve identified the duplicate records (How to Identify Duplicate Records in Salesforce and Marketo) in your MarTech databases, the next part of your dedupe logic is to identify the surviving/winning records. These are the records you will keep. The other records are the non-surviving/losing records. The non-surviving records will be merged into the surviving …

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How to Identify Duplicate Records in Salesforce and Marketo

Identifying duplicate records in salesforce and Marketo.
December 17, 2016 | By Ed King

Once you’ve taken into consideration people and process (check out the blog on this topic: Dedupe Project Considerations: People & Process) and have your checklist (Checklist to Deduplicate Salesforce.com & Marketing Automation Data) completed, the first order of business is to write down your dedupe record logic, and the first part of the dedupe logic …

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Checklist to Deduplicate Salesforce.com & Marketing Automation Data

Checklist to Deduplicate Salesforce.com & Marketing Automation Data
November 22, 2016 | By Ed King

You’re excited about getting rid of those pesky duplicate records in your Salesforce.com and marketing automation solutions (well, we get excited about this kind of stuff). You want to jump right in because those duplicate records have annoyed you for too long and you want them GONE! GONE! GONE!!! Before you get too worked up …

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Dedupe Project Considerations: People & Process

Dedupe Starts with People & Process
November 10, 2016 | By Ed King

As with most any topic in Marketing, you usually start with people and process first, before you get to data and technology. Dedupe is no different. Here are some of the key people and process questions you should answer first before you embark on solving your dedupe problem. Data Ownership Dedupe efforts can cover Lead, …

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Introducing the Data Deduplication 101 Blog Series

Data Deduplication 101
November 1, 2016 | By Ed King

Duplicate records is a data quality issue that every marketing ops, sales ops, and marketing database administrator is familiar with and has experienced first hand. Data deduplication is simple in concept but can be quite complex in execution, especially when dealing with records distributed across multiple systems. We can’t find any good detailed how-to material …

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