SFDC Campaigns Sync - Benefits and Pitfalls

Rachel_Egan
Level 7

Re: SFDC Campaigns Sync - Benefits and Pitfalls

I'm also wondering: if I change the SFDC Campaign name in SFDC, will it break anything in Marketo? Will it still maintain the same link regardless of SDFC Campaign name?

I'm assuming the link is based on the SFDC Campaign ID and not the name, but I just want to make sure before I do it.

Grégoire_Miche2
Level 10

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Hi Rachel,

AFAIK, you can change the campaign name afterwards without any problem. I have done it already, no issue detected.

-Greg

Rachel_Egan
Level 7

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Thanks Greg! Didn't want to try it and have it break on me I appreciate the insight!

Grégoire_Miche2
Level 10

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Try on a dummy one first Campaigns and programs can always be deleted.

-Greg

Kenny_Elkington
Marketo Employee

Re: SFDC Campaigns Sync - Benefits and Pitfalls

This is right, the link is based on the SFDC campaign ID, not the name of the campaign.

Anonymous
Not applicable

Re: SFDC Campaigns Sync - Benefits and Pitfalls

I have a similar problem, but my campaign members are not being Synced to SFDC until days/weeks later. This is problematic, because I need to capture "responded" triggers within minutes. When a lead responds and completes an action, they become a contact, which is not visible in our Marketo instance. How can I speed up the sync for this particular action?

Grégoire_Miche2
Level 10

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Hi Todd Baker,

Are the leads already in SFDC and are you just trying to get the campaign membership? Are you using a sync'ed program or some "add to SFDC campaign" flow steps?

-Greg

Anonymous
Not applicable

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Yes, they are already in SF, I am adding them to a campaign through the sync, prior to scheduling the campaign, but will need to create batches for past campaigns once I get this ironed out.

Anonymous
Not applicable

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Even with the "head start" feature, my campaigns are taking several days to complete the send. (Largest sends would be 400K.) And this delay will cause me to drop responses with the sync. Also, do I need to add campaigns to capture the Opened and Clicked?

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Grégoire_Miche2
Level 10

Re: SFDC Campaigns Sync - Benefits and Pitfalls

Hi Todd,

As you may know, if the program is sync'ed, you do not need to additionally use the "add to SFDC campaign" or "change SFDC campaign" flow steps. The "Change program status" will be enough.

But there are 2 things in what you wrote:

  • The time taken to complete the sync
  • The time taken to sync with SFDC

I would see with support why is the send taking so much time. And the first thing I would probably look into is the smart list. You say you are using the head start. But you may want to check that it works as expected and that the leads are indeed selected before the send time you have set.

With regards to the campaign member synchronization, if you are adding 400000 members to the campaign, no surprise it takes time. You may do 2 things here, IMHO: check that you are not hitting the SFDC API daily limit (in SFDC setup -> company information) and work with support on how this can be optimized.

-Greg