Removing Leads from SalesForce Campaign through Marketo Program Sync
After loading leads into a program and having it sync to a SalesForce campaign, we realized that the list we were given was incorrect, and need to move the leads from one program to another.
I set up a test smart campaign to select the leads in error with a flow as follows:
Change program status of lead in old program to "Not in Program"
Remove lead from old SalesForce campaign
Change program status of lead in new program to "Filled Out Form"
Add to new SFDC campaign with status "Filled Out Form"
When I ran the smart campaign, Marketo excluded both SalesForce flow items, citing that the SalesForce campaigns were synced to programs. Fair enough, I'm happy to let the sync handle the changes.
The problem is, while the new SalesForce campaign synced and now includes the leads, the old SalesForce campaign never removed them, despite the fact that they no longer exist in the old Marketo program it's synced to. The sync seems to not remove leads, but then it also prevents me from using the smart campaign to remove the leads from the SalesForce campaign directly.
The only solution I can think of at this point is to unsync the old campaign & program, run the smart campaign, and reapply the sync. I'm nervous though, because I'm worried that might have unintended consequences. Is there any other way out of this?