Sync Program to SFDC Wizard

Interactive wizard to configure Marketo program to Salesforce campaign synchronization.

Usage

/sync-program-to-sfdc [--program=id] [--campaign=id] [--direction=bidirectional|marketo-to-sfdc|sfdc-to-marketo]

Parameters

• --program - Marketo program ID
• --campaign - Salesforce campaign ID (or new to create)
• --direction - Sync direction:
  • bidirectional - Two-way sync (default)
  • marketo-to-sfdc - Marketo → Salesforce only
  • sfdc-to-marketo - Salesforce → Marketo only

Wizard Steps

Step 1: Program Selection

• Select Marketo program
• View program type and channel
• Review program statuses

Step 2: Salesforce Campaign

• Select existing SFDC campaign or create new
• Review/configure campaign member statuses
• Set parent campaign (optional)

Step 3: Status Mapping

• Map Marketo statuses to SFDC statuses
• Configure success indicators
• Set default status

Step 4: Sync Configuration

• Select sync direction
• Configure sync behavior
• Set new lead creation rules

Step 5: Validation & Activation

• Pre-sync validation
• Test with sample member
• Activate sync

Example Session

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🔄 SYNC PROGRAM TO SFDC WIZARD
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## Step 1: Program Selection

Marketo Program:
├── Name: 2025-01 Product Launch Webinar
├── ID: 1234
├── Type: Event
├── Channel: Webinar
└── Current Members: 245

Program Statuses:
├── Not in Program (Step 0)
├── Invited (Step 10)
├── Registered (Step 20) ✓ Success
├── Attended (Step 30) ✓ Success
├── No Show (Step 40)
└── Attended On-Demand (Step 50) ✓ Success

## Step 2: Salesforce Campaign

Option Selected: Link to Existing Campaign

Salesforce Campaign:
├── Name: 2025-01 Product Launch Webinar
├── ID: 7014x00000ABC123
├── Type: Webinar
├── Status: In Progress
├── Current Members: 0

Campaign Member Statuses in SFDC:
├── Sent
├── Responded
├── Attended ✓ Responded
├── No Show
└── Attended On-Demand ✓ Responded

⚠️ Note: SFDC campaign statuses should match Marketo program statuses

## Step 3: Status Mapping

Marketo Status → SFDC Status:
┌────────────────────────────────────────────────────────┐
│ Marketo                  SFDC              Success     │
├────────────────────────────────────────────────────────┤
│ Not in Program      →    (no sync)         -          │
│ Invited             →    Sent              -          │
│ Registered          →    Responded         ✓          │
│ Attended            →    Attended          ✓          │
│ No Show             →    No Show           -          │
│ Attended On-Demand  →    Attended On-Dem   ✓          │
└────────────────────────────────────────────────────────┘

Default Status for New Members: Sent

Mapping Notes:
✅ All Marketo statuses have SFDC equivalents
✅ Success states align correctly
⚠️ "Attended On-Demand" truncated in SFDC (18 char limit)

## Step 4: Sync Configuration

Sync Direction: Bidirectional

Marketo → SFDC:
├── When: Program status changes
├── Action: Update SFDC campaign member status
└── Create Lead: If not in SFDC

SFDC → Marketo:
├── When: Campaign member status changes
├── Action: Update Marketo program status
└── Add to Program: If not already member

New Lead Creation (if lead not in SFDC):
├── Create as: Lead
├── Lead Source: Program name
├── Owner: Queue (New Leads)
└── Sync immediately: Yes

## Step 5: Validation & Activation

Pre-Sync Validation:
✅ Marketo program accessible
✅ SFDC campaign accessible
✅ User has SFDC sync permissions
✅ Status mappings complete
✅ No circular sync risk

Sync Preview:
├── Current Marketo members: 245
├── Current SFDC members: 0
├── Members to sync: 245
└── Estimated sync time: 2-3 minutes

Test Sync (Optional):
Test with lead: john.doe@example.com (ID: 5678)
├── Current Marketo status: Registered
├── Expected SFDC status: Responded
[Run Test Sync] [Skip Test]

Ready to activate?
[Activate Sync] [Save for Later] [Cancel]

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✅ PROGRAM-TO-CAMPAIGN SYNC ACTIVATED

Sync Configuration:
├── Marketo Program: 2025-01 Product Launch Webinar (1234)
├── SFDC Campaign: 2025-01 Product Launch Webinar (7014x00000ABC123)
├── Direction: Bidirectional
└── Status: Active

Initial Sync:
├── Members synced: 245
├── New SFDC members created: 12
├── Errors: 0
└── Sync completed: 2 minutes 34 seconds

Monitoring:
├── View in Marketo: Program > Setup > Salesforce Campaign Sync
├── View in SFDC: Campaign > Campaign Members
└── Sync errors: Program > Activity Log

Next Steps:
1. Verify sample members synced correctly
2. Check SFDC campaign member list
3. Monitor for sync errors
4. Test status change propagation

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Status Mapping Best Practices

Common Webinar Mapping

Marketo	SFDC	Notes
Invited	Sent	Initial invite
Registered	Responded	Confirmed interest
Attended	Attended	Success state
No Show	No Show	Did not attend

Common Event Mapping

Marketo	SFDC	Notes
Invited	Sent	Initial invite
RSVP Yes	Responded	Confirmed
RSVP No	Not Responded	Declined
Attended	Attended	Success state

Common Content Mapping

Marketo	SFDC	Notes
Targeted	Sent	In target list
Engaged	Responded	Interacted
Success	Converted	Downloaded/completed

Troubleshooting

Common Issues

Issue	Cause	Solution
Sync not starting	Permission issue	Check SFDC sync user permissions
Status not updating	Mapping missing	Add missing status mapping
Duplicate members	Multiple syncs	Check for duplicate campaigns
Slow sync	Large volume	Sync in batches

Sync Errors

Check for errors in:

1. Marketo: Program > Activity Log
2. SFDC: Setup > Jobs > Apex Jobs
3. Marketo Admin: Integration > Salesforce > Sync Errors

Related Agent

This command uses: marketo-sfdc-sync-specialist

Related Commands

• /monitor-sync - Real-time sync monitoring
• /launch-webinar - Full webinar setup including sync
• /marketo-preflight sync - Validate sync configuration

Related Runbook

See docs/runbooks/integrations/program-sfdc-campaign-sync.md for complete operational procedures.