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Shunnjohn
New Participant
July 27, 2020
Solved

Migration from one sandbox to another

  • July 27, 2020
  • 1 reply
  • 2808 views

Hi All,

 

I am new to marketo. I have two sandboxes and I need to migrate configurations from one to another. Is there a way to use some form of "Change Sets" as salesforce has ? I don't think recreating the whole config one step after the other is cost effective. I am hoping there is a way and will need some guidance and confirmation from this community.

 

Thanks,

 

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Best answer by Oz_Platero

Hello @shunnjohn ,

 

Marketo has an instance copy feature, but it is not as robust as SFDC "Change sets" unfortunately.


There are also some caveats to the instance copy.  See Marketo support for a full list.

 

Summary:

All permanent configuration settings which can be done to a Marketo instance are reset to the default values or settings in the destination instance. Most configutions are copied except for the below list:

 

  • Lead Database and activity history are not copied
  • CRM configuration is reset on the destination instance.
  • Users are not copied.
  • CRM Field Mappings are removed in the destination instance except for standard mappings, and must be set during the Field Mapping Stage of CRM sync initialization.
  • RCA information is not copied.
  • Program subscriptions are not copied.
  • Campaign History is not Copied.
  • CNAMES for Email links and LPs are not copied.
  • All Account-string based properties are modified accordingly.
  • Munchkin ID of the destination instance is preserved.
  • Sales Insight Admin Configuration is Reset.
  • Outlook licenses are not copied.
  • All pre-existing data on the destination instance will be destroyed.
  • Asset IDs for emails, landing pages, and programs will match
  • Launchpoint and API integrations are not copied

1 reply

Oz_Platero
Oz_PlateroAccepted solution
New Participant
July 27, 2020

Hello @shunnjohn ,

 

Marketo has an instance copy feature, but it is not as robust as SFDC "Change sets" unfortunately.


There are also some caveats to the instance copy.  See Marketo support for a full list.

 

Summary:

All permanent configuration settings which can be done to a Marketo instance are reset to the default values or settings in the destination instance. Most configutions are copied except for the below list:

 

  • Lead Database and activity history are not copied
  • CRM configuration is reset on the destination instance.
  • Users are not copied.
  • CRM Field Mappings are removed in the destination instance except for standard mappings, and must be set during the Field Mapping Stage of CRM sync initialization.
  • RCA information is not copied.
  • Program subscriptions are not copied.
  • Campaign History is not Copied.
  • CNAMES for Email links and LPs are not copied.
  • All Account-string based properties are modified accordingly.
  • Munchkin ID of the destination instance is preserved.
  • Sales Insight Admin Configuration is Reset.
  • Outlook licenses are not copied.
  • All pre-existing data on the destination instance will be destroyed.
  • Asset IDs for emails, landing pages, and programs will match
  • Launchpoint and API integrations are not copied
S
ShunnjohnAuthor
New Participant
July 27, 2020

@oz_platero Thanks for your feedback. That's a bit of a pain! You would think that a tool as big as Marketo would have such tools in place. This is just time consuming for any marketo admin to have to deal with! Makes me question the need for a sandbox almost.

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