SOLVED

Is this the right way to Delete Person from Marketo, but NOT SFDC?

Go to solution
Highlighted
Level 10 - Community Moderator

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

Their answer is incorrect and extremely dangerous. Please test this properly yourself and then mark Kenzie's answer as correct.

Highlighted

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

I am not sure I follow... the logic is that if a Marketo record has an SFDC Type of Lead or Contact or User, it is synced to Salesforce. If it is empty, it is a Marketo-only record (not found in Salesforce).

So the flow works in this way:

If the person is in Salesforce, delete from Marketo but not Salesforce.

If the person is not in Salesforce, do nothing.

Highlighted
Level 10 - Community Moderator

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

Well, if you have decided the Delete Lead's default choice won't do anything, that's your call.

But the platform doesn't agree with you, and neither will your boss...

Highlighted

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

I contacted Marketo Support again (chatted with someone else than earlier today) and he confirmed the below:

"Yes, that is correct. Only leads who met the condition in first choice will be deleted. That means Marketo contacts synced with SFDC will be deleted. Or it will check default choice, which is to do nothing."

pastedImage_5.png

Highlighted
Level 10 - Community Moderator

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

Highlighted

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

This side discussion abut the Do Nothing flow step..

It's time to test.

Here's my leads I've qualified for my campaign:

pastedImage_0.png

Here's my flow:

pastedImage_1.png

Here's the expected result:

1. We either delete both leads, but only remove one from the CRM.

2. We only delete the 1st lead and the second lead passes through a 'Do Nothing' step.

Here's the actual result:

pastedImage_2.png

pastedImage_3.png

It looks like my initial hypothesis was correct.

Highlighted
Level 10 - Community Moderator

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

The confusion is whether the Delete from CRM = false step represents Do Nothing, which is what Kenzie was getting at. It does not.

Highlighted

Re: Is this the right way to Delete Person from Marketo, but NOT SFDC?

Hi Sanford,

I'm not sure you are understanding my original question. But anyway, here is the explanation on the flow that I've confirmed with Marketo:

Delete from CRM = False step definitely doesn't mean "do nothing". The intention of the section the first screenshot is that when someone meets the Criteria "SFDC Type is not empty" they WILL BE DELETED from Marketo, but NOT my CRM.

pastedImage_1.png

Everyone else will not be deleted from Marketo or my CRM.

pastedImage_2.png

Initially, I was confused on the Default Choice; whether the person would still be deleted or not. But it does make sense to me now, that, it is doing what I had intended it to do, which is that nothing will happen to records with SFDC Type is empty.