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Migrating Salesforce Org to another Salesforce Org which is in link with marketo

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Anonymous
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Migrating Salesforce Org to another Salesforce Org which is in link with marketo

We have 2 salesforce orgs and marketo  is integrated with one of our salesforce org. Now we are planning to consolidate our salesforce orgs into one and considering moving the  salesforce org (to which marketo org is connected) to the other salesforce org. 
1) Could you please let me know the challenges I may face, will this break the integration between salesforce and marketo. If yes if we migrate other salesforce org to salesforce org (which is in link to marketo)  what all are the challenges we may face relating to marketo. 
Please let us know 
 
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Jep_Castelein2
Level 10

Re: Migrating Salesforce Org to another Salesforce Org which is in link with marketo

To integrate with the new SFDC org you will need to get a new Marketo instance. We can copy over all Programs and other Assets, but we can't copy over the leads. You'll need to manually migrate Program & List Membership. The primary thing you'll lose is the activity history.

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Jep_Castelein2
Level 10

Re: Migrating Salesforce Org to another Salesforce Org which is in link with marketo

To integrate with the new SFDC org you will need to get a new Marketo instance. We can copy over all Programs and other Assets, but we can't copy over the leads. You'll need to manually migrate Program & List Membership. The primary thing you'll lose is the activity history.

Justin_Norris1
Level 10 - Champion Alumni

Re: Migrating Salesforce Org to another Salesforce Org which is in link with marketo

I am in the early stages of a similar project right now for a client. It is a big undertaking so careful planning and documentation up front is key.

If you use SFDC campaigns, you could move those over en masse to the new SFDC instance and then re-synch them with your migrated programs. This should provide an easier way to bring program memberships and statuses into the new Marketo instance.

Another factor to consider is your Marketo cookie database, which will all be lost with your new org. This means things like progressive profiling, prefill, visits webpage activity, etc. will no longer work until you recookie those leads.

If possible consider moving the second SFDC org into the one currently connected to Marketo. Depending on the relative scope and complexity of each SFDC instance, this may incur less data loss than migrating Marketo.