Context

Customers want to create audiences or trigger automations in Unify based on Salesforce Campaign Member data, such as Campaign membership status or other Campaign-related fields. This is particularly useful for event follow-up scenarios where customers want to automate communications based on event attendance or campaign participation.

Answer

Currently, Unify does not directly support filtering or triggering based on Salesforce Campaign Member fields. The platform only syncs and allows filtering on Company (Account), Contact, and Lead fields.

However, there are two workaround solutions available:

1. Create a formula field at the Contact/Lead level that pulls in the Campaign Member information you need. This field can then be used for filtering in Unify audiences.

2. Export Campaign Member data from Salesforce and import it into Unify as a CSV file.

For example, if you need to track event attendance, you would need to create a field at the Contact level that captures the Campaign Member Status, which can then be used for filtering in Unify.