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New Participant
July 27, 2023
Question

Connect New Marketo Instance to Existing Salesforce Instance

  • July 27, 2023
  • 2 replies
  • 1703 views

Hi all,

 

We currently have a Salesforce instance that is integrated with an existing Marketo instance. We are planning to set up a new Marketo instance (fresh start & migrating two legacy instances into one), disable the existing sync and connect the new instance to the existing Salesforce instance. Can this be done? To clarify, we want to connect a new Marketo instance to an existing Salesforce instance that has previously been connected to Marketo.

 

Thank you!

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2 replies

Darshil_Shah1
Community Manager
July 27, 2023

As @shannonkelly said, you should not have any issue in changing the Marketo instances connected with the Salesforce org. Nevertheless, this is without a doubt a big undertaking, and you should work with a consultant if you're dubious about it. SFDC sync is one of the crucial aspects of Marketo setup, and missing anything would likely affect your launch schedule. 🙂

 

New Participant
July 27, 2023

Thank you for validating! We are doing in-depth discovery & documentation of the existing sync (fields, mappings, sync rules, any errors) in order to plan, execute & test diligently so definitely focused on making it functional/optimized from the start.

ShannonKelly
New Participant
July 27, 2023

Yes! That is entirely possible. 
It is not possible to disconnect an existing Marketo instance and re-connect to a different SFDC instance. But your plan is fine. 

New Participant
July 27, 2023

Great - thank you for confirming!