Interactive wizard to configure Marketo program to Salesforce campaign sync
From opspal-marketonpx claudepluginhub revpalsfdc/opspal-commercial --plugin opspal-marketo[--program=id] [--campaign=id] [--direction=bidirectional|marketo-to-sfdc|sfdc-to-marketo]Interactive wizard to configure Marketo program to Salesforce campaign synchronization.
/sync-program-to-sfdc [--program=id] [--campaign=id] [--direction=bidirectional|marketo-to-sfdc|sfdc-to-marketo]
--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 onlysfdc-to-marketo - Salesforce → Marketo only━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔄 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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| Marketo | SFDC | Notes |
|---|---|---|
| Invited | Sent | Initial invite |
| Registered | Responded | Confirmed interest |
| Attended | Attended | Success state |
| No Show | No Show | Did not attend |
| Marketo | SFDC | Notes |
|---|---|---|
| Invited | Sent | Initial invite |
| RSVP Yes | Responded | Confirmed |
| RSVP No | Not Responded | Declined |
| Attended | Attended | Success state |
| Marketo | SFDC | Notes |
|---|---|---|
| Targeted | Sent | In target list |
| Engaged | Responded | Interacted |
| Success | Converted | Downloaded/completed |
| 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 |
Check for errors in:
This command uses: marketo-sfdc-sync-specialist
/monitor-sync - Real-time sync monitoring/launch-webinar - Full webinar setup including sync/marketo-preflight sync - Validate sync configurationSee docs/runbooks/integrations/program-sfdc-campaign-sync.md for complete operational procedures.