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Grégoire_Miche2
Level 10
February 12, 2016
New

Have a tool/assistant to resync SFDC campaign member statuses with program member statuses

  • February 12, 2016
  • 1 reply
  • 1224 views

If may happen that some discrepancies are created between programs member statuses and SFDC campaign member statuses, which either will prevent the setup of the sync of block the sync, is the discrepancy is made after sync is established.

Typical use cases situations are :

  • Untrained users go to SFDC campaign advanced setup and change it
  • Channels are edited and some steps are added
  • You want to reconnect a program with a campaign after some salesforce data migration.

The only solution to fix it is to go to SFDC and manually edit each campaign one, by one. A deadly task!

This idea is that we should have a program button that would enable to pick a SFDC campaign and force a change in it's member statuses to align them to the program in one click, without errors.

-Greg

1 reply

February 6, 2020
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