We are in the process of doing this with a client right now. We opted to do a config copy, where Marketo copies your existing instances' assets (programs, smart campaigns, lists, landing pages, emails, etc.), but no record data (leads, activities, list/program membership). Additional things we've run into (w/ a config copy) include: program sfdc links are lost after config copy add to campaign flow steps have their campaign reference lost webhook flow steps lose webhook configuration all launchpoint services are lost picklists on forms are out of sync with sfdc picklists Marketo has scripts to populate program membership and list memberships after the config copy and one to add old munchkin ids to leads. We've written scripts for other items, like mass updating program sfdc links. The current deployment process looks like this: 1. perform config copy to new marketo instance 2. migrate old salesforce data to new salesforce (lead, contact, account, campaign, opportunity, etc.) 3. turn on salesforce metadata sync 4. turn on marketo smart campaigns for sfdc program acquisition 5. turn on full salesforce sync 6. run marketo scripts (program memberships, list memberships, marketo only leads, munchkin ids) 7. mass update program sfdc campaign ids, smart campaign flow steps, form picklists 8. update other marketo items: users, launchpoint services, webhooks, etc. We are accepting that all activity data will be lost. A lot is stored outside of Marketo though too in a data lake. We've also had issues using the program import wizard to move programs in from old marketo to new marketo during the migration. There are other issues we've run into too, but these are the main ones I can think of.
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