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Sync Marketing Cloud Data to Sales and Service Cloud


By
Nathan Kiefer 

Posted on 
January 25th, 2021 

in 
Salesforce

Marketing Cloud Connect excels at getting data into
Marketing Cloud from Sales Cloud or Service Cloud, but is limited in what it automatically syncs
back to them. By utilizing some of the more advanced tools
in the Marketing Cloud Connect toolbox, you can sync back whatever data you want from Marketing Cloud to Sales or Service Cloud. This means your organization can see whatever information in Sales or Service Cloud that best fits you.

How Marketing Cloud Connect Works

Like all connections in Marketing Cloud Connect, you need to
use the Sales or Service Cloud IDs to update information from Marketing Cloud. As we discussed in our last article, making sure
you have cleaned Marketing Cloud of duplicate contacts with a subscriber key
migration
will make it much easier to pass the correct information to the
correct contact in Sales or Service Cloud.

To actually pass data back to Sales or Service Cloud, you’ll
need to use Marketing Cloud’s native scripting language: Ampscript. Ampscript was designed as a coding language that average users could use to include dynamic, personalized information into emails. This means Ampscript is relatively easy to learn and, in fact, updating data in a Sales or Service Cloud object is a single built-in function:
UpdateSingleSalesforceObject().

Example Ampscript to Update Salesforce Object

At the moment, Marketing Cloud doesn’t allow Ampscript to be run directly within
an automation, so you’ll need to house the code that actually passes information to Sales or Service Cloud in a content block. Content blocks and cloud pages are designed to run any combination of Server Side Javascript (SSJS), Ampscript, and HTML, which makes them very versatile. You should test SSJS or Ampscript code in a cloud page first to troubleshoot your code because Marketing Cloud doesn’t have a built-in development platform or debugger. Cloud pages will run your code as soon as they are previewed or loaded and can output custom log messages directly to the screen, acting as a console.

Example log result by using a cloud page preview

Automations don’t allow Ampscript to run in them, so to automate the syncing process, you’ll need to use SSJS. Once you have validated your Ampscript in a cloud page, you can put it into a content block and call it with the SSJS function Platform.Function.ContentBlockByID(). By loading the content block, the automation will execute the Ampscript
code and update the desired object(s) in Sales or Service Cloud.

Tips and Tricks

Automations will halt if the Ampscript encounters an uncaught error (just like SSJS), even though the Ampscript is being called through a content block. To make sure you can control when the automation stops and what it does with errors, you need to leverage the use of SSJS try-catch blocks to capture errors. Since content blocks allow you to incorporate both SSJS and Ampscript together, you can accomplish this by wrapping Ampscript in SSJS.

Example of using SSJS to catch Ampscript errors

Depending on what information you are syncing back to Sales
and Service Cloud and how important it is that you know what wasn’t synced back, you
can also consider sending email notifications out about the failure through Triggered
Sends.

Conclusion

Syncing data back to Sales or Service Cloud from Marketing
Cloud is a hugely powerful feature of Marketing Cloud Connect. The ability
to pass custom data back, in addition to the built-in tracking data, makes it
all the more useful. Our last article in this series will touch on one last way
to expand the base functionality in Marketing Cloud Connect: previewing a
full-resolution email from a Marketing Cloud send in Sales or Service Cloud. For help setting up Marketing Cloud Connect to sync custom data to
your Sales or Service Cloud, please contact us. 

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Nathan Kiefer thumbnail
Nathan Kiefer

Nathan is a Certified FileMaker Developer and Salesforce consultant with a warm and accommodating approach to delivering high quality results. Personable and empathetic, he is dedicated to being a supportive team member to both clients and colleagues.

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