2 Replies Latest reply on Mar 29, 2013 8:07 AM by 25752

    SFDC campaign sync without sales notification

      Can somebody tell me what's the different between these 3 approaches:

      - SFDC campaign sync (overview screen of every program)
      - hidden form field value (campaing ID)
      - SFDC flow action "add to SFDC campaign"

      What I'm trying to achieve acutally is to sync new leads into a Salesforce campaign but not trigger the Salesforce notifications or that these leads appear as new leads in the SFDC database.

      I can't see the the benfit from SFDC campaign syncing with a marketing automation software. Isn't it the idea to maintain leads and get them scored before the will hand over to CRM?! With a program campaign sync every lead will appear in SFDC. So why having entire operational scoring campaigns when they get synced either way?!

      Regards,
      Christian
        • Re: SFDC campaign sync without sales notification
          Josh Hill
          Christian,

          A few thoughts for you.

          1. If you really don't want to sync, then simply don't trigger a sync or connect your Programs to SFDC Campaigns. Marketo only syncs if you explicitly/implicitly ask it to do so OR if the Lead originated in SFDC.

          2. I usually get around this issue by creating Lead Queues like Nurturing Queue, Prospect Q, Webform Q, Asia Queue...etc. I use these as holding pens for new leads that aren't ready for sales. I turn off all Marketo or SFDC triggers until the lead is sent to a real USER. I also setup situations where there is a Marketing Queue for evaluating leads by hand that otherwise qualified for sales (MQLs).

          As for your initial question:
          - SFDC campaign sync (overview screen of every program)
          This automatically syncs Leads that are members of a program to SFDC and tags them with the appropriate Member Statuses as they progress through the pre-defined program.

          - hidden form field value (campaing ID)
          this is from a W2L form or a hard coded Marketo Form. Not sure why you'd keep doing this if you have Marketo.

          - SFDC flow action "add to SFDC campaign"
          Explicitly syncs a record to SFDC and Adds the record to the SFDC Campaign and/or updates its Member Status


          • Re: SFDC campaign sync without sales notification
            That's a great answer thanks!!

            Just one more question. Where do you host (SFDC or Marketo) or manage these Queues you mentioned?! 

            I think that could be a very nice way for us.

            Christian