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Welcome to the Customer Success Ohana! This group is dedicated to your success with the Salesforce Marketing Cloud (Email Marketing, Social Media, Mobile Marketing, Web Marketing). Join the conversation here to ask questions, get answers, stay updated and share experiences.

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Recent Posts

Priyanka Chouhan

Our Service cloud and Marketing cloud environments are connected with each other. We want to setup a journey, when agent close the case in service cloud , a salesforce survey should go the customer from Marketing cloud. I have created a journey however i am not sure how the response will get attached with survey invitation. Anyone has done this ? if yes, than please let me know. More

6 hours ago · 1 comments · 0 likes

Jason Cooper

*Working with Data Sources* I'm toying with using Salesforce as a Synchronized Data Source. I've pulled in Contact records, picked my fields, and I'm working with the Configure Synchronization section to try and additional limitations on the count of records that get pulled in as a Data Source. Are we limited to just a single synchronization rule? I've added a Boolean that limits the contacts sync'd to "Subscribed to Cool Newsletter EQUALS True". Ideally, I could also add a rule that limits by "Has Opt'd out of emails DOES NOT EQUAL True." May seem like a silly question, but I couldn't even get this functionality to load in MS Edge (Chromium) and in Google Chrome, the markers for reflecting True/False aren't showing up in their corresponding radio buttons. Which makes me wonder if there is a UI/UX issue preventing the "Add Filter Rule" button from appearing. See what I mean here: https://imgur.com/Z23nwsg. More

23 hours ago · 2 comments · 0 likes

Emma Gidlow

Merged leads in a journey. Hi, does anyone know what the expected functionality is for a lead which is merged with another lead, whilst it is in a journey? Lead A - entered the journey yesterday, Subscriber A, example.email@salesforce.com Lead B - entered the journey today, Subscriber B, example.email@salesforce.com Im merging Lead B to the master Lead A as it is a duplicate. What is expected behavior for Lead B? Thank you. More

1 day ago · 5 comments · 0 likes

Thomas Miller

Create synchronized data extension via API? Is it possible to create a synchronized data extension via an API call? We have to setup these anew after each sandbox refresh - and configuring the attributes each time is a pain and error prone. More

1 day ago · 1 comments · 0 likes

Venkata Pedditi

Hello. I am trying to access a custom field (Union_Roles__c) from 'Account' CRM object in Query Activity and getting the following error: An error occurred while checking the query syntax. Errors: Invalid column name 'Union_Roles__c'. This is SQL query which I am trying to use in the Query Activity: SELECT c.Id as SubscriberKey, c.Email as EmailAddress FROM [Contact_Salesforce] c with (nolock) JOIN [Account_Salesforce] a with (nolock) ON c.Id = a.Id WHERE a.Union_Roles__c = 'Chapter Leader' Would appreciate any help. Thanks, Venkat More

1 day ago · 3 comments · 0 likes

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