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EdemJi
Level 2
March 6, 2019
Question

Delete Leads from Marketo Database But Keep them in Salesforce

  • March 6, 2019
  • 4 replies
  • 8225 views

My Marketo instance is currently synched to Salesforce and I'd like to delete around 2,000 leads from the Marketo Database. However, is there a way to keep their information in Salesforce so our sales team can still access the data in case we deleted them from Marketo? I appreciate any insights that can help solve this issue.

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4 replies

A
AnkitDu3
Level 6
March 6, 2019

To keep the leads in Salesforce make sure you keep " Delete from SFDC"- False and you should be good here.

    A
    AnkitDu3
    Level 6
    March 6, 2019

    Also, to add here, you will have to hide these leads from Salesforce else once you delete it, these leads will be synced back.

    To solve this, you can create a field " Hide from Marketo" and make sure you hide this field from Marketo user and check the field " Hide from Marketo" for the leads which you do not want to sync back to Marketo.

      E
      EdemJiAuthor
      Level 2
      March 6, 2019

      Thanks Ankit, I appreciate your help.

      Carey_Picklesi7
      Carey_Picklesi7
      Level 2
      March 7, 2019

      I concur with what @Veronica Holmes​ says above. If you are going to add field that blocks them from coming back to Marketo, a synctoMarketo field is the best practice. I would also recommend the following steps:

      - You'll need a way to alert the sales reps that the record isn't syncing to SFDC. (Consider showing the synctoMarketo=True/Falese or creating a Lead Stage that says "Disqualified. Deleted from Marketo"

      - Consider if there are ways that a record would qualify to be changed to sycntoMarketo=True and resync to Marketo. Is it because the sales reps moved them to a life style stage? Job title change? Whatever it would be, you may want to build a workflow in SFDC that changes synctomarketo=true

      Lastly, if you delete them from Marketo and they are still in SFDC, if that lead comes back into your system, perhaps via a web form or a list import, you are likely to create a duplicate record in SFDC because the record will appear as a new record to Marketo.

      Dhanikh_P
      Dhanikh_P
      Level 1
      March 8, 2019

      Here is something from Marketo product docs, hope this helps.. Delete Person from SFDC - Marketo Docs - Product Documentation

      R
      Rob_C1878
      Level 2
      March 8, 2019

      Hi Edem,

      We have had this issue and built a "do not sync" to marketo process. In which we update the lead/Contact in SFDC and then it pushes the update to Marketo, once the "do not sync" box is ticked in Marketo it runs through and process and is deleted. This will not sync back into Marketo as SFDC does not allow it due to the lead/contact being updated.

      Happy talk you through our process.

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