Save Marketing Campaign

This pipeline step is used to upsert an entity in Dynamics CRM. If the entity already exists in CRM, the entity is updated. If the entity does not exist in CRM, the entity is inserted.

Template Information

Template name Save Marketing Campaign Pipeline Step
Base template Base Pipeline Step

Note

This template does not add any fields to the base template. Its purpose is to support insert options that present the user with the appropriate templates to use to create child items and/or to pre-assign values to fields that were inherited.

Plugin Information

Plugin type Description
SynchronizationSettings
Provides access to the target object, which is the campaign
activity record that is saved.

If this plugin is not set on the pipeline context prior to this
pipeline step running, the pipeline step will abort. This is not a
critical error.

If no target object is set, or if the object is not the proper
type, the pipeline step will abort. This is not a critical error.
CampaignRepositorySettings
Provides access to the campaign repository that is used to save
the campaign.

If this plugin is not set on the pipeline context prior to this
pipeline step running, the pipeline step will abort. This is not a
critical error.

If no campaign repository is set, or if the object is not the
proper type, the pipeline step will abort. This is not a critical
error.
CampaignCategorySettings
Provides access to the settings that determine the category the
campaign is saved to.

If this plugin is not set on the pipeline context prior to this
pipeline step running, the pipeline step will abort. This is not a
critical error.