"Salesforce Campaign flow steps in smart campaigns will be skipped" | Community
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Mikes_Jones
New Participant
November 11, 2015
Solved

"Salesforce Campaign flow steps in smart campaigns will be skipped"

  • November 11, 2015
  • 2 replies
  • 2080 views

Can someone clarify what this means? I tried looking it up in the Marketo docs but don't see anything that specifically addresses this.

Thanks!

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Best answer by JohnCl9

Hi Malik,

This means that when you have a Marketo program synced with a Salesforce campaign you should be managing the membership on the Marketo side.  For instance, if you were to try to add a new member by using an Add To Salesforce campaign flow step in one of your smart campaigns, it would skip that step because what you should actually be doing is using a Change Program Status flow step to add the lead to the Marketo Program.  The Program then automatically syncs the lead to the Salesforce campaign.

The "error" you're seeing is just to let you know that while the program and campaign are synced you should manage membership on the Marketo side.

John

2 replies

JohnCl9Accepted solution
Employee
November 11, 2015

Hi Malik,

This means that when you have a Marketo program synced with a Salesforce campaign you should be managing the membership on the Marketo side.  For instance, if you were to try to add a new member by using an Add To Salesforce campaign flow step in one of your smart campaigns, it would skip that step because what you should actually be doing is using a Change Program Status flow step to add the lead to the Marketo Program.  The Program then automatically syncs the lead to the Salesforce campaign.

The "error" you're seeing is just to let you know that while the program and campaign are synced you should manage membership on the Marketo side.

John

Mikes_Jones
New Participant
November 11, 2015

Super helpful, awesome to know! Thanks!

Grégoire_Miche2
New Participant
November 11, 2015

Hi Malik,

Where are you reading this ?

Usually, This probably means that your SQFDC campaigns are not synchonized (Admin -> Salesforce and check the "Salesforce Campaign Sync" is enabled).

-Greg