Need data migration advise

Forum|Forum|3 years ago
November 14, 2022
1 reply
2019 views

Hey, we are looking to migrate new Marketo instance and need some advise with data migration

1. Is it possible to migrate salesforce feilds from one Marketo another Marketo instance

2. What is the best approach, is it just letting salesforce sync the data with new instance or migrating data from Marketo to Another Marketo and then turn on the salesforce sync?

Marketo

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Best answer by Darshil_Shah1

To answer your first Q, if you integrate your existing SFDC org with your new Marketo instance, then given that the sync user has all the required access rights, you'd see all the SFDC custom fields available to map/use as unmapped custom SFDC fields in your new Marketo instance.

2. What is the best approach, is it just letting salesforce sync the data with new instance or migrating data from Marketo to Another Marketo and then turn on the salesforce sync?

When you say data, do you mean lead data, assets in your old Marketo instance, any other data like custom obj/activity, or all the data? Also, are you going to use the same SFDC org that you're currently using, or are you planning to have a new SFDC org too?

In general, migrating to a new Marketo instance is a big overhaul and you should properly plan it to ensure you're able to switch over smoothly. Marketo support can also help you to do a config copy where-in Marketo can copy your existing instances' assets (programs, smart campaigns, lists, landing pages, emails, etc.), but no record data (leads, activities, list/program membership) over to the new instance.

Also, there are many migration-related threads already in the community if you search (like this one).

Darshil_Shah1Accepted solution

Community Manager

To answer your first Q, if you integrate your existing SFDC org with your new Marketo instance, then given that the sync user has all the required access rights, you'd see all the SFDC custom fields available to map/use as unmapped custom SFDC fields in your new Marketo instance.

2. What is the best approach, is it just letting salesforce sync the data with new instance or migrating data from Marketo to Another Marketo and then turn on the salesforce sync?

When you say data, do you mean lead data, assets in your old Marketo instance, any other data like custom obj/activity, or all the data? Also, are you going to use the same SFDC org that you're currently using, or are you planning to have a new SFDC org too?

In general, migrating to a new Marketo instance is a big overhaul and you should properly plan it to ensure you're able to switch over smoothly. Marketo support can also help you to do a config copy where-in Marketo can copy your existing instances' assets (programs, smart campaigns, lists, landing pages, emails, etc.), but no record data (leads, activities, list/program membership) over to the new instance.

Also, there are many migration-related threads already in the community if you search (like this one).

H

HemaprasathJiAuthor

New Participant

Thanks for you reply, we are going to use the same SFDC and I meant Lead data, we are not using custom object/activity in this case

Darshil_Shah1

Community Manager

When you integrate your SFDC org with your new Marketo instance, then all the leads/contacts/account/opportunity data will sync over to your new Marketo instance. You can also restrict certain record types/data from syncing over to the new Marketo instance (if at all need be depending on your business case) by setting the apt. permission set of the sync user's profile. In case you have any un-synced Marketo-only people in your existing Marketo instance, you'd need to do a list import of those people in your new Marketo instance (with all of their data exported from the existing instance first, of course).

Overall, IMO migrating data over to a new instance is an enormous project, and I'd recommend getting some outside advice (especially, if you're a bit shaky about the process/how to) on your specific situation to avoid any consequences of setting up/doing anything wrong.

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