Marketo Managing Campaigns in SFDC

Darrell_Alfons2
Level 10

Re: Marketo Managing Campaigns in SFDC

Eric,

You should be able to update the dates and fields in SFDC if you have permission to so.

Is you marketo program and sfdc campaign sync'd/connected at the moment? That might cause some problems in editing it.

Anonymous
Not applicable

Re: Marketo Managing Campaigns in SFDC

Darrell,

They are currently connected. Do I need to disconnect that to update the content in SFDC? Shouldn't that information automatically transfer from Marketo upon the initial sync?

Darrell_Alfons2
Level 10

Re: Marketo Managing Campaigns in SFDC

Yes disconnect them (as long as you don't have other processes in place or the campaign is live), and you should be able to update that info. Maybe give it a minute or 2.

No, that information won't come over. Let's vote for it here:

Anonymous
Not applicable

Re: Marketo Managing Campaigns in SFDC

That's good to know. Now if I re-sync it once I complete the changes will they be overridden in the system?

Darrell_Alfons2
Level 10

Re: Marketo Managing Campaigns in SFDC

Date and description will be fine.

You might want to review the advanced statuses and make sure they match up with the program statues.

Anonymous
Not applicable

Re: Marketo Managing Campaigns in SFDC

The statuses aren't an issue they are Marketo controlled. Which was a strange configuration to me but it makes sense.