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Impacts to Deleting Person Records in Marketo

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akshat_goyal
Level 3

Impacts to Deleting Person Records in Marketo

Hi,

 

Background: Business-A has asked us to remove all Lead records in Marketo that have the "SynctoMkto" flag marked as False in Marketo. 

 

Having these records in Marketo are causing duplicates in the database since Business-A is creating a new Lead in CRM for every Signal. All Leads in CRM (for Business-A) are associated with a Contact record in CRM(Dynamics 365), which means a Lead in CRM is a duplicate record for Business-A in CRM/Marketo.

 

Ask: Need to Research all impacts to deleting a person record in Marketo and what are best practice steps so that we can clearly communicate what the impact to the business will be when we remove these records for them.

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jsiebert
Level 3

Re: Impacts to Deleting Person Records in Marketo

You will lose historical RCE data. You will also lose program membership and activities for those people as well 

Here's another document about deleting a lead or contact in reference to Microsoft Dynamics.

 

 

Jack Siebert

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3 REPLIES 3
jsiebert
Level 3

Re: Impacts to Deleting Person Records in Marketo

You will lose historical RCE data. You will also lose program membership and activities for those people as well 

Here's another document about deleting a lead or contact in reference to Microsoft Dynamics.

 

 

Jack Siebert
Zoe_Forman
Level 7 - Champion

Re: Impacts to Deleting Person Records in Marketo

@akshat_goyal Have you looked at deduplicating and merging the Marketo leads? Depends on the number of leads you are looking at, may not be possible if 100's or 1,000's
Take the fields and valuable data from the lead with most in the Marketo Activity log, this way you will retain some data for reporting and program members.

akshat_goyal
Level 3

Re: Impacts to Deleting Person Records in Marketo

Hi @Zoe_Forman  I tried that but our major concern is to document before deleting the records, as records are not in CRM so we don't want to dedupe them we just need to delete them from Marketo.