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Centralized Latest SFDC Campaign Name

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kkeefer1313
Level 2

Centralized Latest SFDC Campaign Name

Hello,

 

I am trying to centralize a smart campaign to update the latest SFDC Campaign Name for a record. I'm trying to assess if this is doable in Marketo or if I need my SFDC admin to create a flow: 

 

Screenshot 2024-02-27 at 8.51.33 AM.pngScreenshot 2024-02-27 at 8.51.42 AM.png

 

I would want two central SCs:
1) To Stamp a Lead Source Program (1 time)

2) To Stamp the latest SFDC Campaign Name (Lead Source Program Latest)

 

Thank you! 

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SanfordWhiteman
Level 10 - Community Moderator

Re: Centralized Latest SFDC Campaign Name

This is just fine, though the activity date constraint doesn’t make sense: if you’re triggering on one activity, it’s always in the past 2 hours.

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9 REPLIES 9
ShannonKelly1
Level 3

Re: Centralized Latest SFDC Campaign Name

Are the SFDC Campaigns synced with Marketo Programs?

Create an Executable smart campaign with CDV flow steps for the fields you want to update, and use the {{program.name}} token (assuming your Marketo programs share a naming convention with the SFDC campaigns).

In the Marketo programs where the SFDC campaign sync happens, within one of your smart campaigns, add an Execute Campaign flow step to call your new Executable smart campaign, and set Parent Tokens to TRUE. 

The field values will be updated with the name of the originating Marketo program.

kkeefer1313
Level 2

Re: Centralized Latest SFDC Campaign Name

Our Marketo programs do not share the same naming convention as our SFDC campaigns. 

We do not use the Program sync - we're using the flow step to add to our SFDC campaigns

Also we have over 1000+ active Marketo programs, so it would be kinda tedious/impossible to update. 

SanfordWhiteman
Level 10 - Community Moderator

Re: Centralized Latest SFDC Campaign Name

Well... what’s the result of that Smart Campaign?

kkeefer1313
Level 2

Re: Centralized Latest SFDC Campaign Name

Hi sanford!

 

Seems to be working - I'm just making sure this is a sound way to go about it other than the preferable execute campaign logic per program. 

thanks 

Tags (1)
SanfordWhiteman
Level 10 - Community Moderator

Re: Centralized Latest SFDC Campaign Name

This is just fine, though the activity date constraint doesn’t make sense: if you’re triggering on one activity, it’s always in the past 2 hours.

kkeefer1313
Level 2

Re: Centralized Latest SFDC Campaign Name

So "added to SFDC campaign" is sufficient? 

Thanks! 

SanfordWhiteman
Level 10 - Community Moderator

Re: Centralized Latest SFDC Campaign Name

Yes, you’re triggering, so the trigger fires immediately when they’re added.

kkeefer1313
Level 2

Re: Centralized Latest SFDC Campaign Name

Ha! I think you mean to say "duh" 

Thanks again! 🙂 

SanfordWhiteman
Level 10 - Community Moderator

Re: Centralized Latest SFDC Campaign Name

Well, it’s kind of confusing that the option is there (for a one-time activity you shouldn’t be allowed to set a lookback period) so it’s not total Duh. 🙂