Salesforce Campaign Type field not visible to Marketo?

Forum|Forum|8 years ago
March 7, 2017
1 reply
4989 views

I want to be able to trigger off of people being added to a Salesforce Campaign that has a type of "Event" or "Webinar". For practical reasons, triggering off of the name contains will not work. I made the Campaign Type field visible to my Marketo user but when I look at the trigger options, I can only use campaign name or status, not type. Is this field not available to sync?

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Best answer by

Not Member of SFDC Campaign filter, use the filter "Campaign Type". Since you synced this field from sfdc you should now have a filter for that field available.

A

Anonymous

Add a Campaign Type filter(should be available once the field is synced) to this smart list, not a constraint. so it needs to satisfy the generic trigger AND your specific filter

ChristinaZunigaAuthor

Level 9

Hey Tony, that works! The only issue I now face is that I can't make the campaign filter generic enough. My use case is anytime a person is added to a Salesforce Campaign with type = Inbound, I want them to go into a certain smart campaign to run through some operational steps.

In the trigger I can choose "Added to SFDC Campaign is any" but in the member of SFDC campaign I have to choose one or more in particular and I can't see a way around it, since person is either "in" or "not in", there's no global choice. Any ideas for how to work around this so I can have a global smart campaign rather than local ones every time I want to run Type = Inbound?

A

Anonymous

Accepted solution

Not Member of SFDC Campaign filter, use the filter "Campaign Type". Since you synced this field from sfdc you should now have a filter for that field available.

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