SFDC Campaign Sync - Mapping Tags and other Marketo Fields to SFDC

SFDC Campaign Sync - Mapping Tags and other Marketo Fields to SFDC

Ability to map Marketo Program Set-up fields and Tags (custom) to SFDC Campaigns in both the SFDC Details and Planning sections with automatic updates including:

  • Start Date
  • End Date
  • Program Members (#)
  • Costs
1 Comment
bekkah
Level 1

Also - other tags like a parent campaign or a tag on the offer. Eloqua allows this type of request and HubSpot. The workaround I have found is:

1. create a custom program member field

2. create a token at the program level

3. use a flow to update the program member field from the token

4. campaign member field is updated in SFDC

4a. within SFDC write a process flow t update the program member field to the campaign field when that value is NULL

5. SFDC campaign is updated with the campaign specific field but the Marketo program still requires a manual update.