Engagement Stream sync with salesforce.com

Anonymous
Not applicable

Engagement Stream sync with salesforce.com

Is there a trick to having an engagement stream recognized in Sales Insight in salesforce.com? I would like for sales people to add Leads to the stream, but first we need it to be recognized in the 'Add to Marketo Campaign' pull-down.

Any ideas? 
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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Engagement Stream sync with salesforce.com

Yes, it's very easy. You need to have another Entry campaign that is triggered by Sales Insight:

Campaign Name: Add to Nurture X
Smart List: Campaign Is Requested by Sales Insight + whatever criteria
Flow: add to Engagement Is X
Anonymous
Not applicable

Re: Engagement Stream sync with salesforce.com

Hi Josh,  Thanks for responding. Not really sure I understand.  I have set up campaigns in both Marketo and Salesforce.com. I can see the salesforce.com campaign from Marketo, but not the other way around.

Is the Entry campaign you referenced the salesforce.com campaign?