SFDC Campaign Member Custom Field to sync to Marketo

Forum|Forum|8 years ago
November 29, 2017
2 replies
11506 views

Is there a way to sync custom fields which are created under the Campaign Member object in SFDC to Marketo?

Marketo

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Darrell_Alfons2

Level 10

Hi Leeyean,

Unfortunately you can't do that out of the box with Marketo.

What specifically are you trying to accomplish? There might be a workaround.

L

LOoiAuthor

Level 2

Thanks Darrell.

In SFDC, we tag contacts with campaign members

Let's say in the Campaign Member object, a custom field as "Relationship Owner"

So if there is a Campaign named "XYZ campaign", we tag 10 contacts with XYZ campaign.

Among the 10 contacts, 4 contacts have relationship owner as Mr YY, and another 6 have the relationship owner as Mr ZZ.

So for the first 4 mentioned contacts, we associate XYZ campaign and select Mr YY as a relationship owner in the campaign member. As for the the rest of 6 contacts, we will associate them with XYZ campaign and select the relationship owner as Mr ZZ

If the Relationship Owner can be synced to Marketo, when in Marketo, we want to be able to Filter Campaign as "XYZ Campaign" and Relationship Owner who is "Mr YY".

Please assist how can we achieve it if there is a workaround.

SanfordWhiteman

Level 10

This sounds more like an Opportunity + Opportunity Role pattern to me... IMO a (mild) misuse of the Campaign Member concept.

In any case you should be able filter on this field, though you can't trigger on it. Look in the Add Constraint list for Member of SFDC Campaign.

Grégoire_Miche2

Level 10

Not possible. Listed here: Marketo / salesforce integration needs a serious overhaul, don't you "sync"? , in section 4

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