I am trying to use and connect Outreach Source Codes to Marketing Cloud Account Engagement. The limited documentation has been unhelpful. https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_outreach_source_codes.htm&type=5
For example, #1 is not an accurate click path. Though if you go to Fundraising Settings, you can attempt to set the custom objects and fields there. In #2, the instructions below are unable to be followed. No custom fields can be selected. The SourceCode and MessageChannel fields do exist in the Object Manager, but cannot be chosen in the Fundraising Settings.
- For UTM Source, select Outreach Source Code for the custom object and SourceCode for the custom field.
- For UTM Medium, select Outreach Source Code for the custom object and MessageChannel for the custom field.
Has anyone successfully connected Outreach Source Codes to Marketing Cloud Account Engagement and if so, do you have any tips for me?
#Nonprofit #MarketingCloudAccountEngagement
can you confirm your org is on the Spring 2025 release?
Mine was not, which is why I couldn't follow click path in Help. I was able to test that feature in Preview sandbox.
https://admin.salesforce.com/blog/2024/admin-spring-25-release-dates-countdown
