0

I have configured Marketing cloud and connected it to a production Org, now I'm trying to create a journey that receives the Campaigns from Sales Cloud in the org and uses them as the data entry, however, when I select the Salesforce Data -> Salesforce Campaign option, it doesn't show any Campaign, and I now for a fact that there are active campaigns in the Org enter image description here, I don't know if I'm missing some configutation step, I've verified that the user that connects both cloud is a Marketing user, my question is, how do you set up the Salesforce Campaigns to be the data entry source for a Journey in marketing cloud?enter image description here

Improve this question

2 Answers 2

Reset to default
1

Instead of selecting the Salesforce Campaign icon in the middle select the Salesforce Data icon on the right. We use these to great success for all objects, campaign, lead, etc.

In the next screen search for Campaignmember in the search bar. Most likely you'll want a Campaign Member object driven Entry event. (If you are not seeing any objects in the search bar to @zuzannamj point it's a connector issue)

In the next screen select the recipient whether it's the User or Contact/lead.

In the next section, Entry Criteria, typically you'll want to select Is Created and Is Updated. That will open up the fields section below. Search for the field "Campaign ID". Drag that field over to the Filter canvas area. Select Equals as a modifier (usually the default), paste in your campaign ID from SF CRM (usually starts with a "7") and wait a second as it will pull up the campaign in the UI, select the campaign.

Add any remaining filters in the Entry Critera.

Add any additional object filters in the Filter Criteria (Related Object Criteria)

Add any data fields in the Entry Data needed to personalize your content or for logging.

And you should be good to go. Please share any other issues.

Improve this answer
1

It’s possible your user is not correctly integrated.

In Marketing Cloud, go to Setup > Users and find your Marketing Cloud username.

Click on the username and then on Salesforce.com Status

The click on “Integrate” and Enter in your Salesforce.com Username (your Sales/Service Cloud username) and click on Save Settings

More info here: https://help.salesforce.com/s/articleView?id=000354555&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=1

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .