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

[Danielle_Wong]

I want to set up a flow step to delete a person from Marketo, but keep them in SFDC. Can anyone confirm if the way I set it up is correct?

Thanks!!

[Nicholas_Manojl]

This side discussion abut the Do Nothing flow step..

It's time to test.

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

Here's my flow:

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:

It looks like my initial hypothesis was correct.

[SanfordWhiteman]

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

[Danielle_Wong]

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.

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

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.

[Kenzie_Caldwell]

The flow is correct. This flow step will always delete a record in Marketo. The add choice in this flow step only indicates if the record will or won't also be deleted from Salesforce.

The important piece to mention is that 100% of the records that qualify for this campaign will be deleted, so ensure the smart list of this smart campaign is only pulling in records in Salesforce. It may be safer to build it as follows:

• Smart List:
  • SFDC Type is not empty and
  • (whatever other criteria you need)
• Flow:
  • Delete Person (Remove from CRM = False)

[Nicholas_Manojl]

Hi Kenzie,

I want to say this is incorrect but you've made me think about this, because the UI is a bit weird.

What I suspect (99% sure) will happen is that the lead will only be deleted from Marketo if the first choice is matched. If the first choice is not matched, then a 'Do Nothing' flow-step will occur, as is the logic for all other flow steps.

[SanfordWhiteman]

What I suspect (99% sure) will happen is that the lead will only be deleted from Marketo if the first choice is matched. If the first choice is not matched, then a 'Do Nothing' flow-step will occur, as is the logic for all other flow steps.

In this case, the lead will be deleted regardless of which choice is matched.

[Danielle_Wong · Accepted solution]

I was able to get some clarification from Marketo that only those Marketo records that have synced to SFDC will be deleted based on how I set up the flow step. In my Marketo instance, not all records are synced to SFDC. So I wanted to ensure that only those that ARE synced to SFDC will be deleted from Marketo and kept in SFDC.

I could have done this in the smart list, if this was the only flow step, however, this is the last flow step of about 8 flow steps. The first 7 flow steps apply to all Marketo records regardless if they are synced to SFDC or not. However, for the last step, I wanted to only delete those in SFDC from Marketo only.

Thanks!

[SanfordWhiteman]

Danielle Chan

[SanfordWhiteman]

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

[Danielle_Wong]

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.

[SanfordWhiteman]

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...

[Danielle_Wong]

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."

[Nicholas_Manojl]

Well well well, there you go.

[Ankit_Dua]

Agree with Danielle.

[AnneMarie_C]

Setting Remove from CRM to false is the correct way to do this. Also, keep in mind that the next time the record is updated in Salesforce it will sync back down to Marketo and create a new record. You will need to find a way to stop records you deleted in Marketo from being visible to the sync user, either through visibility rules or asking Support to set up a sync filter.

[Ian_Martinez-Ch]

If you set a field in SFDC that specifies whether or not you want to sync with Marketo, that will work.

[Danielle_Wong]

Thanks AnneMarie!

I also wanted to just make sure the choice I set works as expected. I only want to delete from Marketo if the record exists in SFDC. Which, not all of my Marketo records are in SFDC. So that's why I put that choice in there.

Thanks!