SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts | Community
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Danielle_Wong
Danielle_Wong
Community Manager
November 30, 2017
Solved

SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts

  • November 30, 2017
  • 2 replies
  • 3176 views

So here's the situation. I am sending out an email campaign to a SFDC/Marketo leads, and also using a smart list to pull in people who are ONLY in Marketo (note, we only sync certain leads to SFDC).

I created a Salesforce campaign with 0 members. I intend to fill this salesforce campaign with members when I send the email in Marketo as you'll see below.

I want to do the following:

  1. Send Email
    1. Existing SFDC Leads - add to SFDC campaign and Marketo program with status Sent
    2. Marketo-only Leads - update Marketo program status to Sent, but DO NOT sync to SFDC Campaign and DO NOT sync to SFDC at all
  2. Open Email
    1. Existing SFDC Leads - update SFDC campaign and Marketo program with status Opened
    2. Marketo-only Leads - update Marketo program status to Opened, but DO NOT sync to SFDC Campaign and DO NOT sync to SFDC at all
  3. Click Email
    1. Existing SFDC Leads - update SFDC campaign and Marketo program with status Clicked
    2. Marketo-only Leads - update Marketo program status to Clicked, but DO NOT sync to SFDC Campaign and DO NOT sync to SFDC at all
  4. Engage Email (Fills out form)
    1. Existing SFDC Leads - update SFDC campaign and Marketo program with status Engaged
    2. Marketo-only Leads - update Marketo program status to Clicked, sync to SFDC, add to SFDC Campaign and update status to Engaged

      Will having the Change Status in SFDC Campaign also add the lead to the SFDC campaign, or do I need to add in Add to SFDC Campaign flow step before the Change Status in SFDC Campaign?

See attached screenshots for what I have set up. I'm wondering if I've set this up the best way to accomplish the above items.

I appreciate your input on this. I think the longer I stare at this, the longer I confuse and doubt myself about it. Thank you so much in advanced!

Danielle

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Best answer by Suzanne_Wink1

Hi Danielle,

Yes, this solution will work. The 'Change Status in SFDC Campaign' flow step will automatically add a person to the campaign in Salesforce if the lead is not a member of the campaign yet. No need to include this in a separate step.

2 replies

Suzanne_Wink1
Suzanne_Wink1Accepted solution
New Participant
December 1, 2017

Hi Danielle,

Yes, this solution will work. The 'Change Status in SFDC Campaign' flow step will automatically add a person to the campaign in Salesforce if the lead is not a member of the campaign yet. No need to include this in a separate step.

Danielle_Wong
Danielle_WongAuthor
Community Manager
December 1, 2017

Hi Suzanne,

Thanks for taking the time for this! That is very good to know!

Would this only apply to leads currently in the Salesforce database? If I have a lead that's only a Marketo-lead, would that lead need to first be synced to SFDC or does that also automatically happen with the "Change Status in SFDC Campaign" flow step too?

Steven_Vanderb3
Steven_Vanderb3
New Participant
December 1, 2017

If it's a Marketo only lead then Marketo will first create it in Salesforce and then add it to the SFDC campaign.

Darrell_Alfons2
Darrell_Alfons2
New Participant
December 1, 2017

I think what you have setup will work.

To be honest, I think the behavior for trying to change the status of a campaign member in SFDC if the person does not exist in that campaign is that the step will fail.

So, I think you could just do

Send Email

Change Program Status

Change Status in SFDC Campaign (markeo only leads will not execute this step)

Testing it would be the best of course, but this makes sense.

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