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Sync Campaign Members

To begin automatically syncing campaign members between Account Engagement and Salesforce, turn on Campaign Member Sync. You can also manually update the sync for all of your connected campaigns at once

Required Editions

Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with any Account Engagement Edition

User Permissions Needed
To turn on or refresh Campaign Member Sync: Account Engagement Administrator role

Turn On Campaign Member Sync

Before you turn on Campaign Member Sync, make sure that the prospects you want to sync are assigned to users. Next, turn on Connected Campaigns, and then return to Account Engagement Settings to turn on Campaign Member Sync.

Warning
Warning Enabling Campaign Member Sync is a permanent change and can’t be undone.
  1. Open the Connected Campaigns page.
    • In Account Engagement, open Settings and click Edit. Scroll to Connected Campaigns.
    • In the Lightning app, select Account Engagement Settings and then Connectors. Click the Settings icon to edit the Salesforce connector, and select the Campaigns tab.
  2. Select Enable Campaign Member Sync.
  3. Save your work.

Allow some time for campaign members to show up in Salesforce campaigns.

Manually Sync Campaign Members

To sync all prospects for all of your connected campaigns at the same time, manually refresh Campaign Member Sync. A sync refresh can help resolve issues with missing or outdated campaign members.

If your business unit has fewer than 500,000 prospects and 2,500 connected campaigns, you can manually refresh the Campaign Member Sync every 7 days.

  1. In the Account Engagement Lightning app, select Account Engagement Settings.
  2. Select Connectors.
  3. Click the Settings icon to edit the Salesforce connector, and select the Campaigns tab.
  4. In the Campaign Member Sync section, click Refresh Sync.