6 Replies Latest reply on May 27, 2016 12:00 PM by Nina Valtcheva

    Marketo/SFDC migration - ok to delete everyone from Marketo?

    Nina Valtcheva

      We are going through a Marketo/SFDC migration and recently populated our new Marketo instance with records from our new SFDC instance; however, there were thousands of records who should have been hidden from Marketo sync (that we had deleted) that flowed back in. These will be impossible to identify because the field "Hide from Marketo" that had been checked got unchecked on Contact records during the SFDC migration. Trying to figure out if the best way to resolve this is to delete everyone out of Marketo and do some kind of sync from SFDC again to re-populate our Marketo instance. OR, could we just unconnect Marketo & SFDC and connect them again?

        • Re: Marketo/SFDC migration - ok to delete everyone from Marketo?
          Pavel Plachky

          You can do this:

           

          1. Export all known Marketo records, with Lead ID, Email Address and SFDC ID fields only
          2. Export a list of SFDC contacts that you want to delete from Marketo, with Contact ID.
          3. Make an operation in Excel to select only those Marketo records that are in SFDC export and save in a new CSV file.
          4. Import the CSV file into a static list in Marketo using "Skip New Leads and Updates" import mode
          5. Review the static list - these should be the records you want to delete. Make sure you check the number of records in the list and confirm they look right.
          6. Delete the records in static list, making sure you do NOT delete from CRM

           

          If you have records with duplicate email addresses, this may not work 100%. You could end up with a record in the static list that has the same email address as a record you want to hide, but is in fact a different record. Given that you want to delete these records it may be ok to remove all the duplicates from Marketo. In this case you may need to repeat the steps 4-6 multiple times.

           

          I hope this helps.

           

          Pavel

          • Re: Marketo/SFDC migration - ok to delete everyone from Marketo?
            Pavel Plachky

            Hello Nina,

             

            I guess you will have to figure out whom to block from Marketo in SFDC, maybe by using a backup from time before migration. Otherwise deleting and re-importing your records will not help. After you have figured it out in SFDC, the steps I outlined should work.

             

            Best,

             

            Pavel

            • Re: Marketo/SFDC migration - ok to delete everyone from Marketo?
              Grégoire Michel

              Hi Nina,

               

              If all this just happened and you do not have marketing history on all these leads you want to delete from Marketo, then you can delete them from Marketo, it will cause no harm. If this concerns only contacts, not leads, then you may delete only SFDC leads in Marketo, using the "SFDC Type IS Contact" filter. in any case, MAKE VERY SURE THAT YOU KEEP "DELETE FROM CRM = FALSE" IN THE DELETION PROCESS.

               

              The difficulty is that the leads and contacts you want to sync will not sync again from SFDC until they are updated in SFDC. So you will have to

              • Make sure that now, the contacts and leads in SFDC that should not sync again are correctly flagged as "Not To Sync" in SFDC.
              • Create a "force update" field on leads and contacts in SFDC.
              • with a data loader in SFDC, load a value on this field for all leads and contacts. This will create an update on all contacts and they will become eligible for sync with Marketo on next sync.

               

              -Greg

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