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Paul_Su2
New Participant
July 12, 2016
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Changing SFDC Campaign Name w/ SFDC Campaign Sync

  • July 12, 2016
  • 1 reply
  • 5668 views

If I have a Marketo Campaign w/ SFDC Campaign Sync enabled, but now the webinar name has changed so I would like to update/change the SFDC Campaign Name

Is there a best way to do this? If I just change the Campaign Name in SFDC will it 'break' the campaign sync to Marketo? I don't think it will resync the campaign name (i.e. sync down to SFDC) if I change it in Marketo. Anyone done this before?

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Best answer by Mark_Dudek1

@Sydney Mulligan​ I frequently need to update SFDC campaign names - and when I do it automatically updates the SFDC campaign name where referenced in Marketo. You shouldn't have to change it in both. 

However, @Paul Su​, you are correct in thinking you can't update the SFDC name in Marketo and expect it to update in SFDC. If you do this, it will just say you entered an invalid campaign name and fail to work properly.  You have to make this update in SFDC, but once you do, it will automatically update in Marketo - it may take some time to sync though.

1 reply

SydneyMulligan
New Participant
July 12, 2016

You need to change it in both Marketo AND Salesforce. I don't use the 1:1 campaign sync, but when I change the name of an SFDC campaign in Salesforce, I know I need to change where it is referenced in Marketo too or it will break the sync.

Mark_Dudek1
Mark_Dudek1Accepted solution
New Participant
July 12, 2016

@Sydney Mulligan​ I frequently need to update SFDC campaign names - and when I do it automatically updates the SFDC campaign name where referenced in Marketo. You shouldn't have to change it in both. 

However, @Paul Su​, you are correct in thinking you can't update the SFDC name in Marketo and expect it to update in SFDC. If you do this, it will just say you entered an invalid campaign name and fail to work properly.  You have to make this update in SFDC, but once you do, it will automatically update in Marketo - it may take some time to sync though.

SydneyMulligan
New Participant
July 12, 2016

Is this just for the 1:1 sync? I know it has broken on me before by changing the name in SFDC. Maybe this has been fixed since then.