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	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.