Given an existing person in Marketo that also exists as a contact under an account in Salesforce, is there a way to update the person in Marketo to hold the corresponding Salesforce Account ID and Salesforce Contact ID? And on a similar note, given an existing person in Marketo that also exists as a lead in Salesforce, is there a way to update the person in Marketo to hold the corresponding Salesforce Lead ID?
We are planning to build and deploy a brand new Salesforce org, with a requirement to migrate existing data from the current, legacy CRM system. Ideally, I would love to use Salesforce's "Set Audit Fields upon Record Creation" feature to migrate the historically accurate Created Date and Created By values. However, I am worried about a catch 22.
If possible, the following steps seem to be ideal. But this process would only be possible if there's a way to update existing people in Marketo with existing Salesforce IDs.
The problem is that these iDs cannot be accessed from Marketo smart lists and also that you need to pay attention to uppercase/lower case conditions.
You will have to do the following: