Anyone deduped a big Salesforce org that runs Certinia and Pardot? We’re planning one after a merger, a few hundred thousand records across Leads, Contacts and Accounts. Looking at Plauti, DemandTools, DataGroomr and Cloudingo.
Answer any one in the thread:
- 1.
Did you merge Accounts that carry Certinia transactions through Certinia’s Merge Accounts process, or exclude them and do those by hand? What broke?
- 2.
Which tool held up at that volume, and about how many weeks did it take?
- 3.
How did you keep Pardot opt-outs intact through the merges?
Practitioner experience please; if you work for one of the vendors, say so.