I am trying to add a standard Campaign field, Campaign Type, as an Add Constraint to either an SFDC Trigger, ex "Added to SFDC Campaign" or an SFDC filter, ex. "Member of SFDC Campaign", but I don't know what makes a Campaign field eligible to be a constraint. Ultimately, I would like to filter out Campaigns of a specific Campaign Type (Standard SFDC Campaign object field)
Please advise. Thanks so much.
I like the idea. Not sure if it can be done though.
While you can specify constraints and triggers on SF custom objects via the schema, there is nowhere I've seen that allows that control on the SF Campaign object.
Hope I'm wrong since that would be useful.
Hi Nancy... the answer here is a bit "it depends", and it can be done but only if it is set up in a certain way for a specific scenario.
By default, the 1:1 Marketo Program - Salesforce Campaign sync does sync the Campaign Type field - when you create a Salesforce campaign from Marketo and sync it at the program level, it actually populates the Campaign Type with the Marketo program channel value. Plus, it only syncs once, one way from Marketo to Salesforce. So you can access certain Campaign Types by filtering by program channel (very odd I know), and it only works in this specific scenario.
If you are just trying to use Salesforce campaigns to build lists and use the campaign type as a constraint it unfortunately currently isn't available. That value doesn't come across to Marketo.