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?

[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.

[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.

[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.

[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

[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]

---

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! 

---

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).