Better Integration with SFDC

Better Integration with SFDC

I know this is difficult considering you are two different systems. However, it would be great if there was better connectivity between SFDC and Marketo. Specifically, I have people creating campaigns within SFDC then creating the same one within Marketo which creates duplicate campaigns. If we could get some sort of notification that a campaign name like that already exhists or somehow prevent the duplicates from being created, it would make my life and my SFDC administrator's life much easier.
2 Comments
Anonymous
Not applicable
Chris,
Are the same people creating the campaigns in SFDC and programs in Marketo? If so, why don't they create the campaign in SFDC and link it to the program in Marketo. I just did it a few minutes ago as a test. I even added leads to the SFDC campaign that, after 6 minutes, showed up in the Marketo campaign.

I believe you'd need to 1) have campaign sync enabled between SFDC and Marketo and 2) the Member Status Values in SFDC and Channel Statuses in Marketo have to be the same (but verify, my memory is fuzzy and I've yet to implement the SFDC<<>>Marketo campaign sync).

If you have two different groups of people creating the campaigns/programs, then there's a logistics/communications issue, but I've linked one from the other.

I've also created programs in Marketo that have been sync'd to SFDC. In fact, that might be the easiest way to "make" your first ones in SFDC with all the exact statuses (or statii?). Once you make campaigns in SFDC, you can clone the rest (gotta love cloning) once you've made the first.

Rodney
kh-lschutte
Community Manager
Status changed to: Already have it