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A customer has a CSV file of existing leads and contacts they want to import into Marketing Cloud Account Engagement as new prospects. Their Salesforce org contains duplicate leads and contacts with the same email address. They want to make sure the newly created prospects in Marketing Cloud Account Engagement are linked to specific lead and contact records in Salesforce. Their Marketing Cloud Account Engagement account allows multiple prospects with the same email address.
What import method should be recommended?
Suggested Answer: A
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34 comments · newest first
FA
Fannie
10 months ago
Matching by email could cause issues with duplicates.
AL
Alesia
11 months ago
Wait, can you really have multiple prospects with the same email?
TO
Tonette
11 months ago
Definitely agree, that keeps it clean.
GI
Gilma
11 months ago
I’d say Account ID might work too, but not sure it’s the best option.
AM
Ammie
11 months ago
I think matching by CRM ID is the way to go!
SH
Shawn
11 months ago
I recall that fuzzy match rules can help with duplicates, but in this case, it seems like we need a more precise method to link to specific records.
VI
Virgilio
12 months ago
I’m leaning towards matching by CRM ID too, but what if there are multiple leads with the same email? That could complicate things.
HO
Hollis
12 months ago
I remember practicing a similar question, and I feel like matching by email address could lead to issues with duplicates, so that might not be the right choice.
TR
Tracie
1 year ago
I think we should match records by CRM ID since it directly links to the Salesforce records, but I'm not entirely sure if that's the best option.
LA
Lacresha
1 year ago
I'm not entirely sure about this one. I'd want to double-check the details on the different matching options to make sure I understand the implications before deciding.
CE
Celestina
1 year ago
I'm leaning towards the fuzzy match rules option. That could help handle any slight variations in email addresses or other contact details, which might be useful given the duplicate records.
BA
Barrett
1 year ago
Hmm, good point Sarah. In that case, I think matching by CRM ID might be the way to go, since that would ensure the newly created prospects are linked to the specific lead and contact records in Salesforce.
MA
Magda
1 year ago
I'm a bit confused here. The question mentions that the Marketing Cloud Account Engagement account allows multiple prospects with the same email address, so I'm not sure if matching by email address is the best approach.
AN
Anthony
1 year ago
This one seems straightforward - the key is to match the records by email address since the customer has duplicate leads and contacts with the same email address.
BE
Ben
1 year ago
Hah, 'fuzzy match rules'? What is this, the '90s? Option D all the way, my dude.
NO
Novella
1 year ago
User 2: Yeah, 'fuzzy match rules' does sound a bit outdated. Option D seems like the way to go.
FE
Felton
1 year ago
User 1: I think we should go with option D and match records by email address.
RO
Rosendo
1 year ago
D definitely seems like the correct answer. I mean, who uses 'fuzzy match rules' these days? That sounds like something straight out of a sci-fi movie!
GL
Glenn
1 year ago
D) Match records by email address
HU
Huey
1 year ago
A) Match records by CRM ID
BA
Barrett
1 year ago
I agree with Chauncey. Matching by email address is the obvious choice, especially since the customer wants to link the new prospects to the specific lead and contact records in Salesforce.
CA
Carmen
1 year ago
C) Matching by email address will ensure the new prospects are linked to the correct lead and contact records.
MA
Margot
1 year ago
B) Match records by email address is the best option for this scenario.
CL
Clarinda
1 year ago
A) Match records by email address
WI
Willow
1 year ago
Matching records by email address could also work, as long as there are no duplicates.
TY
Ty
1 year ago
I disagree, I believe matching records by fuzzy match rules would be more accurate.
CH
Chauncey
1 year ago
I think option D is the way to go. Matching by email address seems like the most logical and straightforward approach here.
AR
Art
1 year ago
I agree, it's the most direct way to link the new prospects to existing records.
MA
Marguerita
1 year ago
Matching by email address is definitely the best choice.
SH
Sherita
1 year ago
D) Q Match records by email address
CA
Carol
1 year ago
C) Match records by fuzzy match rules
AR
Aretha
1 year ago
B) Match records by Account ID
LO
Louisa
1 year ago
A) Match records by CRM ID
WI
Willow
1 year ago
I think the best import method would be to match records by CRM ID.