If I delete a bucket of records out of Marketo, would the records push back into Salesforce when our automated scripts update the record? ie count of days since last touch
Thanks in advance for any help!
When you use the "Delete Lead" flow action and also choose to "Remove from CRM", the lead is deleted altogether. It will need to be created again in order to be back in SFDC. If you choose to only delete the lead in SFDC and keep it in Marketo, then that lead will need to be synced to SFDC manually or through a "add to SFDC campaign" step.
Thanks, Devraj. The question that I'm aiming at, however, is...if we delete from Marketo, but keep in SFDC (because there may be relevant history on the record from Sales Reps conversations), would automation on the SFDC side that has been set up by our ops team push the record back in? Or would only a manual edit to the record push it back into Marketo?
Delete record from Marketo, not Salesforce
At midnight, SFDC automation for "days since last touch" runs & changes the value from 7 to 8.***Will this push the record back into Marketo?
Thanks again! Hopefully you (or other members of the community) have experience and knowledge on this specific use case.
Hey Nick, the simple answer is yes. The record will be recreated by the field update. You can work with Marketo to only allow records that Marketo has access to, but that will be some work to set up. There are plenty of threads about this in the community.
We have done this before with a different M.A.P. but it will work with Marketo too.
Create a boolean field in SFDC and grant the Marketo integration user read/write access to that field. You can call it something like "Do Not Sync to Marketo". Once this field is configured, adjust the Marketo integration user's preferences/access so that it cannot see leads that have this field = true.
When you are ready to delete that bucket of leads in Marketo, run the data change value flow step and change "Do Not Sync to Marketo" to True. This will hide the leads from the Marketo integration user in SFDC. Now you can go ahead and delete the leads from Marketo while still keeping a record of them in SFDC.
I hope this helps.
Thanks Joseph, it does help and its something I'd like to implement. I'm going to follow up with my admin, appreciate the help!
Usually, on Marketo, you do it the other way around : create a field "sync with Marketo" and ask support to filter the sync on it.
Thanks for the input. There are multiple ways to skin a cat, I prefer leveraging internal resources when able.
It's not always possible to set it your way in SFDC, it depends on the profile and security model you are using.
In any case, whatever the method, suddenly blocking records from being seen from Marketo can have quite a few drawbacks as Marketo will bever know the sync has stopped.
I wrote a blog article a while ago with some hints how to handle this. "Sync with Marketo" mysteries part 2