Flow for adding someone to a SalesForce Campaign | Community
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Jeffrey_Hanraha
Jeffrey_Hanraha
Level 3
September 7, 2018
Question

Flow for adding someone to a SalesForce Campaign

  • September 7, 2018
  • 1 reply
  • 4007 views

Hi Everyone,

I have a trigger campaign set-up so when someone fills out they go through the following flow.

1) Change Data - Atteribute: Company Name     New Value: {{lead.First Name}} {{lead.Last Name}}

2) Sync user to SFDC - set to a specific user

3) Add to SFDC Campaign - Campaign: Campaign is selected her        Status: Filled out form

PROBLEM:

All the information syncs from Marketo except the lead does not go into the SalesForce Campaign that I have selected. I have tried the fixes that have been suggested in the community and nothing is working.

Thanks

1 reply

Denise_Greenb12
Denise_Greenb12
Level 6
September 7, 2018

Hi Jeffrey,

Could you please show us a screenshot of the Flow of your triggered campaign? Also, by any chance is the Marketo program that the campaign lives in synced to a (different) SFDC campaign?

Denise

Jeffrey_Hanraha
Jeffrey_HanrahaAuthor
Level 3
September 9, 2018

Sure here is a screen shot, where would I look to see if the campaign is synced to a different campaign? In my flow has syncing to the correct campaign.

Grégoire_Miche2
Grégoire_Miche2
Level 10
September 9, 2018

Hi Jeffrey,

The first flow step might be the issue. You are creating a company name for all people which creation date is after a certain date/time. This means that for people created before, this field might remain empty. if you try to push to SFDC a new lead without a company name, it will fail, as this is a required info for SFDC (Default SFDC behavior).

For a better understanding of the issue, look at one of the campaign members that is not in SFDC and display its activity log. Then focus on the "sync to SFDC" failed flow step and display the details. the error will likely appear. Same for the "add to SFDC campaign" flow step.

You can copy some screenshots of both if you need more help.

-Greg

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