Any tips on how to best audit (and then enforce) which Marketo programs are synced to SFDC Campaigns?

@Carla Thomas​ @Carla Thomas​

Great question. I moved your post to the Products and Support​ section.

Also, I see you have multiple accounts with us. Can you add the word 'Primary' next to the title of your primary account like I did with my profile.

We just want to make sure we know which account to use if we need to contact you. Thanks,

Okay, I know I'm an outlier on this BUT I personally don't use the auto-sync to Marketo campaign feature because 1) I've had issues with it matching to campaign statuses DESPITE matching my channel tags to the campaign steps 2) I'm partially convinced that when the API is overloaded for SFDC, the statuses aren't synced which is important. Soooooo I solve this by 1) Creating all my SFDC campaigns from cloned templates; this also enables you to add in cost and parent campaigns which are SUPER important if you're doing any sort of campaign reporting. and 2) then manually syncing the statuses in my flow steps; chances are if you're setting up programs correctly you're also creating flow steps for program statuses so it's not necessarily MORE work. I totally get that most people don't agree with this approach but I haven't experienced the same sync issues as other people have had with the auto-sycn. Also you get the added benefit of not overloading your salesforce API since you only have a limited number of calls per day.

Hi Carla,

Thanks a great question - and a tough one to answer because Marketo doesn't have a way to report on the synced SFDC campaign - AT ALL!! I've looked all over reports in the Analytics section and there's nothing. At best you could create a Smart List of Leads "Member of SFDC Campaign" but even then you MUST actually specify which campaign you'd like to lookup.

So I haven't been able to find an automated audit report or a list that you could run.

Ugh.

Instead, I've seen companies do similar things to what you're already doing:

• Run parallel reports (Marketo Programs + SFDC Campaign) and compare the two
• Do all campaign level reporting in SFDC, so that Marketo Users HAVE TO pay attention to SFDC - including comparing their goals to actuals in campaign membership and performance.
• Have a custom field on campaign in SFDC that links back to the Marketo Program - this is kind of a reverse lookup and could serve as a great way to cross-reference your programs/campaigns. The downside to this is that you can't auto-populate this field from Marketo (at least I haven't been able to figure it out), and a human has to paste the link back to Marketo. It's an extra step that might make it easier to cross-reference the two.

Hope that helps - and I hope even more that Marketo builds out this functionality some day.