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A
Anonymous
April 1, 2016
Question

Leads are deleted in Salesforce, but remain in Marketo

  • April 1, 2016
  • 2 replies
  • 8376 views

I just realized that leads that have been deleted in Salesforce (such as duplicates), continue to live in Marketo. Is this a default rule? What are the best practices for this?

I don't see a scenario where I would need leads that have been deleted from Salesforce in Marketo... How can I set up the delete sync? Thanks!

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2 replies

Dan_Stevens_
Dan_Stevens_
Level 10
April 1, 2016

I do know that this is expected behavior for MS Dynamics CRM - not sure about SFDC.  Essentially, when a lead/contact is deleted in CRM, it updates the Marketo record with "Microsoft is Deleted" = TRUE.  Then it's up to us to have the trigger/batch campaigns active to automatically remove these same records from Marketo.  In fact, this is preferred functionality since someone on the CRM side could inadvertently delete an active record that contains a bunch of behavioral data.  So you really wouldn't want that record to be deleted in Marketo.  Most often, deleting a record should be avoided.  Instead, duplicates should be merged to retain all combined activity.

Roxann_McGlump1
Roxann_McGlump1
Level 5
April 1, 2016

This is also true with Salesforce.  When a synced record is deleted in Salesforce, Marketo keeps the lead but flags it with "is Deleted in SFDC = True".

    A
    Anonymous
    April 1, 2016

    Does it mean I have to run a smart list "Deleted in Salesforce = true", and then remove those leads from Marketo? Do you have a any scenarios when you would keep these leads in Marketo?

    Dory_Viscoglio
    Dory_Viscoglio
    Level 10
    April 1, 2016

    Yes, as the others have mentioned... you might not want to delete these due to valuable history associated. But, if you want to have a campaign that will continuously clean them up, then you want to have a batch campaign:

    Smart list: Deleted from SFDC = true

    Flow: Delete from Marketo

    A
    Anonymous
    April 1, 2016

    Ok got it! Thanks.

    I guess we have to decide internally if these leads need to be deleted. I would like to keep the system clean; this issue has been noticed when looking at the "Possible Duplicates" list. This list has a lot of duplicate leads that have been deleted in Salesforce.

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    April 1, 2016

    To be safe, you're probably better off just merging the deleted one with the active one; and making sure that your active one is considered the master record.  Marketo always considers the record updated most recently as the active record that will be used for all future capturing of activity (and things like comparing against list imports).

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