SFDC Campaign Member Custom Field to sync to Marketo

[Leeyean_Ooi]

Is there a way to sync custom fields which are created under the Campaign Member object in SFDC to Marketo?

[Grégoire_Miche2]

Not possible. Listed here: Marketo / salesforce integration needs a serious overhaul, don't you "sync"? , in section 4

[Darrell_Alfons2]

Hi Leeyean,

Unfortunately you can't do that out of the box with Marketo.

What specifically are you trying to accomplish? There might be a workaround.

[Anonymous]

Hi Darrell Alfonso ,

Are you familiar with a workaround way to add an opportunity of a related contact to a SFDC campaign?

[Grégoire_Miche2]

HI Netali,

This is only possible with some specific APEX developments.

-Greg

[Leeyean_Ooi]

Thanks Darrell.

In SFDC, we tag contacts with campaign members

Let's say in the Campaign Member object, a custom field as "Relationship Owner"

So if there is a Campaign named "XYZ campaign", we tag 10 contacts with XYZ campaign.

Among the 10 contacts, 4 contacts have relationship owner as Mr YY, and another 6 have the relationship owner as Mr ZZ.

So for the first 4 mentioned contacts, we associate XYZ campaign and select Mr YY as a relationship owner in the campaign member. As for the the rest of 6 contacts, we will associate them with XYZ campaign and select the relationship owner as Mr ZZ

If the Relationship Owner can be synced to Marketo, when in Marketo, we want to be able to Filter Campaign as "XYZ Campaign" and Relationship Owner who is "Mr YY".

Please assist how can we achieve it if there is a workaround.

[Grégoire_Miche2]

Can you please explain why the relationship owner is set at the campaign level ? This implies that a contact can be a member of multiple campaigns and have a different relationship owner every time. Is this the real need you have ? If  this is not the case, and a contact should have a unique relationship owner at any point in time, why not using the contact owner instead ?

If the multiple contact owner is needed, why are you using the campaign object, which is supposed to help you manage the campaign flow (with member statuses), targeting (through all the features available to add members) and reporting? If these campaign features are not needed, then a custom object would do a better job.

At the end of the day, it's not just about knowing what you can sync with each object, but what are the business needs behind all this.

-Greg

[Joke_Van_Essche]

Well, I'm in the same situation now and yes, I want to achieve this on the Campaign level.

Why? Because I use the Campaigns as intended. We send some batch invitations, but our Sales team can also add people to the campaign. They add them as a Member, we listen to that so there's a trigger that sends out the invitation mail and puts the status on invited. Then they can fill out a form to register, so the status becomes Registered... And so on... All of this is reflected in SF and finally our sales can follow up on their people in the campaigns.

BUT: yes, we want to be able to use a "Relationship Owner" (or in our case: "Campaign SPOC") per campaign. Now we use the Lead/Contact Owner for this, but the Owner is not necessarily the one that invites the people for the event (e.g. a private after show drink).

And yes, I can access the fields in the Smart list filter constraints, but I can't access them in a mail (to set the from-name and mail, to sign the mail, ...)

[Grégoire_Miche2]

Hello Joke,

Long time no chat

Better open a new thread than adding a comment to an old one.

You should use a custom object for this. That would be easier.

-Greg

[Grégoire_Miche2]

I would use a custom object in SFDC rather than a campaign. The reason is that for custom objects, you can have all fields to sync with Marketo, not simply the standard ones.

Anyway, whatever solution you choose, you will have to use some formula fields to bring back the relatioship owner first and last name, otherwise you will only get and SFDC ID.

-Greg

[SanfordWhiteman]

This sounds more like an Opportunity + Opportunity Role pattern to me... IMO a (mild) misuse of the Campaign Member concept.

In any case you should be able filter on this field, though you can't trigger on it. Look in the Add Constraint list for ​Member of SFDC Campaign.

[Iason_Kubrakov]

Dear Sanford, 

Could you please help me with a related case? Is there an opportunity to sync the Program Member field in Marketo with Campaign Member field in Salesforce? We have utms on the program level and would like to transfer that data to the salesforce for each program member to campaign member in salesforce. Thank you in advance! 

[SanfordWhiteman]

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Is there an opportunity to sync the Program Member field in Marketo with Campaign Member field in Salesforce? We have utms on the program level and would like to transfer that data to the salesforce for each program member to campaign member in salesforce. Thank you in advance! 

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Well yes — it’s very possible — but it takes custom code.

We do this with Webinar programs for a client (only that channel at the moment because it’s the most interesting for them, although it could be for every program depending on volume).  Every change to Program Member Data detected via trigger fires a webhook, which mirrors the data between the systems (read via Marketo API, write via SFDC API).

[Iason_Kubrakov]

Thank you very much for your answer!

[Leeyean_Ooi]

Hi Sanford,

I tried but I don't see the custom field of the Campaign Member "Relationship Owner" is available under the Add Constraint?

Could you please assist further more?

[SanfordWhiteman]

What fields do you see there?

[Leeyean_Ooi]

Classification: Internal

Part of the fields that available:

Regards,

Leeyean

[Grégoire_Miche2]

The list of fields depends on the sync user rights.

-Greg