SFDC campaign sync without sales notification | Community
Skip to main content
A
Anonymous
March 28, 2013
Solved

SFDC campaign sync without sales notification

  • March 28, 2013
  • 2 replies
  • 931 views
Can somebody tell me what's the different between these 3 approaches:

- SFDC campaign sync (overview screen of every program)
- hidden form field value (campaing ID)
- SFDC flow action "add to SFDC campaign"

What I'm trying to achieve acutally is to sync new leads into a Salesforce campaign but not trigger the Salesforce notifications or that these leads appear as new leads in the SFDC database.

I can't see the the benfit from SFDC campaign syncing with a marketing automation software. Isn't it the idea to maintain leads and get them scored before the will hand over to CRM?! With a program campaign sync every lead will appear in SFDC. So why having entire operational scoring campaigns when they get synced either way?!

Regards,
Christian
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Josh_Hill13
Christian,

A few thoughts for you.

1. If you really don't want to sync, then simply don't trigger a sync or connect your Programs to SFDC Campaigns. Marketo only syncs if you explicitly/implicitly ask it to do so OR if the Lead originated in SFDC.

2. I usually get around this issue by creating Lead Queues like Nurturing Queue, Prospect Q, Webform Q, Asia Queue...etc. I use these as holding pens for new leads that aren't ready for sales. I turn off all Marketo or SFDC triggers until the lead is sent to a real USER. I also setup situations where there is a Marketing Queue for evaluating leads by hand that otherwise qualified for sales (MQLs).

As for your initial question:
- SFDC campaign sync (overview screen of every program)
This automatically syncs Leads that are members of a program to SFDC and tags them with the appropriate Member Statuses as they progress through the pre-defined program.

- hidden form field value (campaing ID)
this is from a W2L form or a hard coded Marketo Form. Not sure why you'd keep doing this if you have Marketo.

- SFDC flow action "add to SFDC campaign"
Explicitly syncs a record to SFDC and Adds the record to the SFDC Campaign and/or updates its Member Status


2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
March 28, 2013
Christian,

A few thoughts for you.

1. If you really don't want to sync, then simply don't trigger a sync or connect your Programs to SFDC Campaigns. Marketo only syncs if you explicitly/implicitly ask it to do so OR if the Lead originated in SFDC.

2. I usually get around this issue by creating Lead Queues like Nurturing Queue, Prospect Q, Webform Q, Asia Queue...etc. I use these as holding pens for new leads that aren't ready for sales. I turn off all Marketo or SFDC triggers until the lead is sent to a real USER. I also setup situations where there is a Marketing Queue for evaluating leads by hand that otherwise qualified for sales (MQLs).

As for your initial question:
- SFDC campaign sync (overview screen of every program)
This automatically syncs Leads that are members of a program to SFDC and tags them with the appropriate Member Statuses as they progress through the pre-defined program.

- hidden form field value (campaing ID)
this is from a W2L form or a hard coded Marketo Form. Not sure why you'd keep doing this if you have Marketo.

- SFDC flow action "add to SFDC campaign"
Explicitly syncs a record to SFDC and Adds the record to the SFDC Campaign and/or updates its Member Status


A
Anonymous
March 29, 2013
That's a great answer thanks!!

Just one more question. Where do you host (SFDC or Marketo) or manage these Queues you mentioned?! 

I think that could be a very nice way for us.

Christian
Terms & ConditionsAccessibility statement

Loading footer...