This synchronization process is defined in the pipeline batch CRM Campaigns Sync Pipeline Batch.
The campaign synchronization process involves the following steps:
- Read campaigns from CRM.
- Loop through the campaigns from CRM. For each campaign:
- Get the Sitecore campaign that corresponds to the CRM campaign if one exists, otherwise create a new Sitecore campaign.
- Get the Sitecore campaign category that corresponds to the tenant if one exists, otherwise create a new Sitecore campaign category.
- Apply value mappings by reading values from the CRM campaign and writing those values to the Sitecore campaign.
- Save Sitecore campaign.
A more detailed sequence diagram is available
Campaigns are not automatically deployed. You must manually deploy campaigns before they can be used in Sitecore.