Seeking advice on syncing “Campaign Management” SFDC custom fields from Marketo Campaign back to SFDC Campaign

[mahmoud-ahmed]

Hello Everyone!

We have been trying to set-up our “Salesforce Campaigns Object” and create custom responses in Salesforce and make sure that everything is mapped correctly to Marketo. We are planning to always create our campaign first from Marketo and sync it manually to Salesforce from Marketo using the “Campaign Sync” functionality since Marketo will push in a one-way direction the different “Statuses” of our campaigns. We are also going to create the following custom fields in SFDC, so it will automatically sync down to Marketo.

We are seeking some advice on how we can sync the following fields back from Marketo to the “Salesforce Campaign Object” everytime we set-up a campaign in Marketo and sync it over to Salesforce? So basically, we will be adding these fields to every campaign we set-up in Marketo in the future and we would like these fields to be synced to the Salesforce Campaign from Marketo.

Campaign Management

(1) Campaign Name

(2) Parent Campaign

(3) Market (e.g. Health System, Health Plan)

(4) Country

(5) Status (e.g. Planned, In-Progress, Completed)

(6) Start Date

(7) End Date

(8) Budgeted Cost

(9) Actual Cost

(10) Type (e.g. Advertising, Email, Tradeshow, etc.)

Campaign Performance

(1) Members (Leads and Contacts)

(2) Engagements (defined by Type of Campaign)

(3) Leads in Campaign

(4) Contacts in Campaign

(5) Opportunities in Campaign

(6) Value Opportunities in Campaign

(7) Won Opportunities in Campaign

(8) Value Won Opportunities in Campaign

So just to offer a bit more clarity on what we are trying to do…

(1) We want to use Marketo as the source of truth to set up the Programs, which would then sync the data to the SFDC, creating a Campaign by way of the campaign object.

(2) To do that, we’d have to set up Tags (or something) in Marketo to apply the right attributes (Industry, Parent Campaign, Country, Cost, etc.) and have that populate the campaign setup fields in SFDC.

(3) Reporting is not an issue. Marketo will sync membership, engagement, etc. to SFDC, and SFDC will have data on the performance beyond that in terms of Opportunities, ROI, etc.

So, we are just wondering how we can connect the Marketo Program attributes to the SFDC Campaign attributes.

Not sure if that makes sense. We have found a bit of information on how we might be able to make this work, but on the SFDC side with some custom scripts to pull in more info. Alternatively, we may need to set them all up in SFDC first, then in Marketo we sync to that pre-existing SFDC campaign.

I would really appreciate any advice on this matter.

Any screenshots would be super helpful. Happy to connect via email if it helps.

[SanfordWhiteman · Accepted solution]

There’s a confusion in your post between Marketo Programs and Marketo (Smart) Campaigns that makes somewhat it difficult to parse. (In some places, you use “Program”, which is correct, but not everywhere.)

Anyway, you seem to be asking “Is there a built-in way to sync Marketo Program-level tags and/or Program-level tokens to SFDC Campaign-level fields?”

The answer is unfortunately No. Marketo tag values are not automatically synced to SFDC. Marketo tokens aren’t either.

However, you can do this via a custom separate app — albeit on a scheduled basis, not immediately after the Marketo Program is created. Read the values from Marketo using the REST API and write them using the SFDC API. If your app, for example, checks for updated Programs in the past 5 minutes and flushes changes to SFDC, you’d get the same result.

[mahmoud-ahmed]

Thank you so much, Sanford. Could you please name some of these 3rd-party apps for me?

[SanfordWhiteman]

I mean a custom app, not an existing packaged app (edited my post).