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  • General AnalysisGeneral Analysis
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  • #15

Closed
Open
Opened Jan 29, 2020 by Jamie Carey@j.carey2 of 8 tasks completed2/8 tasks

PROJ: re-architect portal integration with SFDC/MKTO

PROBLEM

  1. Duplicate lead/contact records in Marketo/SFDC ecosystem https://gitlab.com/gitlab-com/business-ops/bizops-bsa/portal-analysis/issues/23
  2. Data flow is not consistent
  3. Data values are not standardized
  4. Unknown integrations

DECISION

  • @darawarde

Should users who sign up on GitLab.com (in addition to being saved in the GitLab.com user table):

  • be sent to Marketo every time?

**and we will need to know whether they have opted in and coordinate this implementation closely with @amy.waller **

  • be sent to Marketo only if they select to opt-in to marketing emails?
  • never be sent to Marketo?
  • leave as is (only those who are manually added by a GitLab.com admin (ie IT) or authenticate via smartcard or LDAP are added to Marketo?
  • be sent to Marketo only if they can be emailed?
  • be sent to Marketo only if they can be emailed and have opted in?
  • other? (please describe)

TEAM

  • @amandarueda
  • @j.carey
  • @bethpeterson
  • @amy.waller
  • @jbrennan1
  • @s_awezec
  • @jstava
  • @darawarde
  • @james_harrison
  • @ccnelson
  • @tav_scott
  • @vincywilson

MRs

  • https://gitlab.com/gitlab-org/customers-gitlab-com/-/merge_requests/663
  • gitlab-org/gitlab!20082 (merged)

Screen_Shot_2020-04-07_at_2.33.14_PM

Edited Aug 03, 2020 by Dara Warde
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Reference: gitlab-com/business-ops/enterprise-apps/bsa/general-analysis#15