Hi all,
We currently have a Salesforce instance that is integrated with an existing Marketo instance. We are planning to set up a new Marketo instance (fresh start & migrating two legacy instances into one), disable the existing sync and connect the new instance to the existing Salesforce instance. Can this be done? To clarify, we want to connect a new Marketo instance to an existing Salesforce instance that has previously been connected to Marketo.
Thank you!
Yes! That is entirely possible.
It is not possible to disconnect an existing Marketo instance and re-connect to a different SFDC instance. But your plan is fine.
Great - thank you for confirming!
As @ShannonKelly1 said, you should not have any issue in changing the Marketo instances connected with the Salesforce org. Nevertheless, this is without a doubt a big undertaking, and you should work with a consultant if you're dubious about it. SFDC sync is one of the crucial aspects of Marketo setup, and missing anything would likely affect your launch schedule. 🙂
Thank you for validating! We are doing in-depth discovery & documentation of the existing sync (fields, mappings, sync rules, any errors) in order to plan, execute & test diligently so definitely focused on making it functional/optimized from the start.