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Re: SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts
Darrell AlfonsoNov 30, 2017 4:54 PM (in response to Danielle Chan)
1 of 1 people found this helpfulI think what you have setup will work.
To be honest, I think the behavior for trying to change the status of a campaign member in SFDC if the person does not exist in that campaign is that the step will fail.
So, I think you could just do
Send Email
Change Program Status
Change Status in SFDC Campaign (markeo only leads will not execute this step)
Testing it would be the best of course, but this makes sense.
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Re: SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts
Suzanne Wink Nov 30, 2017 7:06 PM (in response to Danielle Chan)1 of 1 people found this helpfulHi Danielle,
Yes, this solution will work. The 'Change Status in SFDC Campaign' flow step will automatically add a person to the campaign in Salesforce if the lead is not a member of the campaign yet. No need to include this in a separate step.
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Re: SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts
Danielle Chan Dec 1, 2017 5:41 AM (in response to Suzanne Wink)Hi Suzanne,
Thanks for taking the time for this! That is very good to know!
Would this only apply to leads currently in the Salesforce database? If I have a lead that's only a Marketo-lead, would that lead need to first be synced to SFDC or does that also automatically happen with the "Change Status in SFDC Campaign" flow step too?
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Re: SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts
Steven VanderbergDec 1, 2017 6:19 AM (in response to Danielle Chan)
If it's a Marketo only lead then Marketo will first create it in Salesforce and then add it to the SFDC campaign.
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Re: SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts
Danielle Chan Dec 1, 2017 6:25 AM (in response to Steven Vanderberg)Hi Steven,
Thanks so much for letting me know!
Last question! Do you think using the SFDC type criteria is the best way to exclude Marketo-only leads in my Sent, Open, and Click flows?
Thanks
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