Hey Brian, We migrated from Pardot to Marketo back in Aug of 2014, so it's been a while but i'd love to provide any assistance that I can assuming my memory doesn't fail me...TBD! Some initial thoughts that I have are listed below (not sure how feasible all of this is w/ SFDCbut assume they should be possible, as always I'd recommend involving whatever team manages your other existing integrations to get their take on best practices). I would recommend asking for a cloned sandbox of your SFDC instance. From there, make your desired field changes in the sand box and integrate the sandbox to Marketo to have the fields you desire created (don't recommend syncing lead/contact data yet, but just integrating the systems). From there, you can build out all of your Marketo flows and do testing between the systems to ensure that everything is behaving as expected (without real data updates happening in the progress). This allows you to keep using Pardot until you are really confident with how data will move between the systems and through your smart campaigns. After that, should just swap out the sandbox credentials with your production instance credentials and sync your record information (not exactly sure how to action this from SFDC but sure other users can advise). I would just avoid importing your records into Marketo as that could cause more headaches than benefits, but really depends on the number of records in your instance (may take a while). Other considerations in this process include migrating your assets into Marketo (landing pages, forms, form flows, data management campaigns), all of which should be tested before integrating your production instance. Lastly, the largest issue you will run into is migrating your legacy program information. This was such a pain for us that we just decided to abandon ship and walk away from historical event attendance, etc. Not sure if I cen recommend anything here other than prepare to give yourself lots of time correcting this if needed (can even happen post migration) If you have any other specific questions, please let me know, but kinda hard to remember other issues we ran into as it's been nearly 4 years since we cut over ourselves. I also found this migration checklist that had some useful points. Sincerely, Keith Nyberg
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