Slaesforce FAQ

does salesforce marketing cloud dedupe lists

by Abigail Murazik Published 2 years ago Updated 2 years ago
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Marketing Cloud removes duplicate subscribers based on the order you selected the lists. The order in which you select the lists can be important for tracking and analytics. For example: If you select List A, List B, and List C for a send and the unique subscriber is on all three lists, Marketing Cloud sends to the subscriber as part of List A.

When a unique subscriber is on many lists used in a send, Marketing Cloud removes the duplicates ensuring the subscriber doesn't get duplicate emails. Marketing Cloud removes duplicate subscribers based on the order you selected the lists.

Full Answer

Where can I find a list of my subscribers in Marketing Cloud?

You can find an All Subscribers list as well as Publication lists in Marketing Cloud’s Email Studio. Suppression lists are subsets of subscribers that you choose not to send certain communications to. These lists filter out email addresses to prevent them from receiving your communications.

How to create lead in Salesforce Marketing Cloud?

Insert Personalization Strings Input Parameters for Create Salesforce Lead if None Exists Measures for Events That Do Not Occur in Marketing Cloud Input Parameters for Send Email Via Triggered Send Impression Tracking Log In to Client Accounts Input Parameters for Upsert to Data Extension Include Your Physical Address in HTML Paste Email

Does Salesforce have a deduplication solution?

To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans.

What is Salesforce Salesforce duplicate management?

Salesforce gives you tools for managing duplicates one at a time and across your org, and to track your progress in eliminating duplicates. Give your sales team the tools they need for maintaining great relationships with customers, and keep your leads, accounts, and contacts clutter free.

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How do you Dedupe in marketing cloud?

Deduplication is a feature that prevents sending more than one email to the same email when using reports or campaigns through Marketing Cloud Connect. Select the Dedupe Subscriber flag to enable this feature when executing a send.

How do I dedupe data in Salesforce?

In the first phase of a deduplication project, you focus on your data requirements alone.List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. ... List relevant fields for each object. ... Indicate matching method for all fields. ... List words to ignore.

How do I duplicate emails in marketing cloud?

Click the check box next to the email, then click the downward arrow on the right side. Select Duplicate.

What is list in Salesforce Marketing Cloud?

Lists are a default method of storing data in Marketing Cloud Email Studio. You can set different attributes to your subscribers using lists, which represent a collection of subscribers and provide a simple method for audience segmentation. These attributes are used to store a subscriber's status within a given list.

How Salesforce detect duplicates?

Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.

How do you prevent duplicate cases in Salesforce?

Preventing duplicate records in Salesforce based on a single field can be achieved using a Set that can store the values of that specific field from all existing records and compare it with the list of new records that are going to be inserted.

How do I find duplicate emails in Salesforce?

Navigate to http://appexchange.salesforce.com/ and search for duplicate email or dedupe or de-dupe or other search terms to find apps that may assist in preventing duplicate records.

How do you make a copy of an email?

0:051:25how to copy and paste an email - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you're going to scroll all the way down holding your left clicking. Here left clicking hold onMoreAnd you're going to scroll all the way down holding your left clicking. Here left clicking hold on the left click. And when you let it go then right click over on copy.

How do I find duplicates in pardot?

In Pardot, go to the Prospect tab and filter for All Mailable Prospects. Export to a spreadsheet. Highlight the email address column and choose to Remove Duplicates at the top of the Excel navigation bar. This process is a quick way to see how many duplicates you have in Pardot only.

What is difference between data extension and list in Marketing Cloud?

There are two different methods to store and segment subscriber data within Marketing Cloud: Lists and Data Extensions. Lists have limited functionality, whereas Data Extensions provide full flexibility to store and relate subscriber information. Both have their advantages and disadvantages.

How do suppression lists work in Marketing Cloud?

A suppression list is a list of subscribers that you don't want to receive your communications. Suppression lists filter out email addresses and prevent those addresses from receiving your messages. Suppression lists serve as a "do not contact" list for your email sends.

How do I create a list in Salesforce Marketing Cloud?

Create a ListHover over Subscribers.Click Lists.Click Create.Complete the Define Name & Location section: Name -This name identifies the list when sending. ... Click Next.Optional, complete the Set Double Opt-in section, as follows: ... Click Next.Optional, complete the Select Welcome Email section, as follows:More items...

What is duplicate management in Salesforce?

What is Salesforce Duplicate Management? The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Matching rule: Consists of criteria to identify duplicate records. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.

What is deduplication in Salesforce?

To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans. When you require all data to be saved and not blocked, other objects, cross object matching, faster processing or automatic processing it is time to look for other solutions. The first step is to list your requirements, the second step is to match these to the solutions in the AppExchange, and the last step is to test drive one or two apps.

How do deduplication tools work?

All deduplication tools find duplicate records based on the values of fields. Most tools have some default settings to match objects such as leads, contacts and accounts, but you will get the best results when you fine-tune the settings.

How to do a deduplication project?

In the first phase of a deduplication project, you focus on your data requirements alone. 1. List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. These can be standard or custom objects. Indicate if you want to look for duplicates within the object, across objects or both.

Can you batch deduplicate other objects?

You need to batch deduplicate other objects than Lead, Contact and (Person) Account. It is pretty obvious that for many organizations these objects are the most important ones. But if you want to batch process cases, opportunities or custom objects, you’ll need to look further.

Can you wait for manual review of duplicates?

If your marketing automation processes run all the time, you cannot wait for manual review of duplicates. In that case, the fully automatic merging of duplicates saves you time, does not delete valuable data and makes sure your marketing and sales machine keeps on running 24/7.

Is there a one time cleanup in Salesforce?

A one-time cleanup is only a temporary fix for your duplicate issues. Prevention and scheduled cleanups are essential to keeping your Salesforce squeaky clean. But set & forget is not the way to go. New objects, fields and entry methods are regularly added to any Salesforce environment. Make sure to update your deduplication settings to reflect these changes.

What is a suppression list?

Suppression lists are subsets of subscribers that you choose not to send certain communications to. These lists filter out email addresses to prevent them from receiving your communications. They act as a “ do not contact ” list for your email campaigns.

What is a publication list?

Publication lists control which emails your subscribers receive. Publication lists allow subscribers to control what types of communications they receive, such as opting out of future sends from a particular list (it helps to imagine an email preference center here).

Can you use lists to store subscribers?

These attributes are used to store a subscriber’s status within a given list. You can only use lists if your Subscriber count is below 500,000.

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