Has anyone used Salesforce connector with the Campaign object?

I create hundreds of Salesforce campaigns every month. I do not have the authority to upload an excel sheet and IT takes far too long to do it. So we purchased the connector, thinking this would save me a lot of manual campaign creation.

But it's not doing what we'd hoped. It was our understanding that to create a workflow, a person needs to be an admin on both systems. But in day to day use I (Smartsheet admin + Connector admin) could create campaigns and they would sync to SF. However, this is not happening in our test. Only the person with Salesforce admin rights can get it to happen.

Anyone else experience this or have thoughts?

Catherine

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Georgie

Hi @CatSusk,

To create workflows in the Salesforce Connector, users must be a Smartsheet System Admin and either a Salesforce Connector Admin or a Salesforce Connector User. If the Restrict access feature is enabled, Salesforce Connector admins must also hold a Connector User role to continue creating and editing workflows. This is documented in the following help articles:

If you have confirmed that the Restrict access feature is turned off, or the feature is on but you also hold the Connector User role, I’d recommend reaching out to our Support team to have them investigate this issue.

Hope that helps!

Georgie

quantoknack

Hii @CatSusk
i am sharing my view about the Salesforce queries and hope it will help you

Yes, many users have successfully used the Salesforce connector with the Campaign object, especially in marketing automation platforms like Marketing Cloud, Pardot, and third-party tools such as MuleSoft, Zapier, or HubSpot.

The Salesforce connector allows you to read, create, and update Campaign records, making it easier to sync marketing data across platforms. However, depending on the integration tool, you may need to ensure that appropriate API access and field-level permissions are enabled for the Campaign object.

For more Salesforce queries, visit Quantoknack Trainiing

quantoknack

Hii @CatSusk
i am sharing my view about the Salesforce queries and hope it will help you

For more Salesforce queries, visit Quantoknack Trainiing

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