A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing ...

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15 views

Campaign Lead Activity

We'd like to report on all activity related to a Campaign. For this, we are having Sales Reps. create Activities on the Lead/Contact associated with the Campaign, as a Campaign Member. While the ...
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14 views

Schedule Trigger by Updating?

If I have a trigger that runs on Campaign update. Can I schedule it by writing a batch that just updates all Campaigns? Or do I need to reproduce the logic of the trigger in the batch itself. IE can ...
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1answer
22 views

Testing CampaignMember.HasResponded

I am trying to test a trigger that requires CampaignMember.HasResponded to be true. I am having a problem creating a CampaignMember with a HasResponded status of true through apex. This is similar ...
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18 views

Difference Between Error Messages on Duplicate Campaign Member Insert

I recently imported Campaign Members to two Campaigns. I see the following errors for a handful of records. ERROR: Attempted to add an entity '0036100000abcde' to a campaign '70161000000abcd' more ...
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1answer
14 views

What does disable Campaign Influence actually do?

According to the message on the page where you disable it: "Users must designate influential campaigns using the related list on the opportunity" What actually seems to happen is this. When ...
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1answer
65 views

Error creating Campaign Member from flow

I have a flow that adds contacts as campaign members to selected campaigns, which has been working fine for months. We started getting an unhandled exception the other day. The debug gives me the ...
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2answers
65 views

Add Lead to Campaign in SForce through CampaignMember object gives error “entity type cannot be inserted: Campaign Member”

For the past year+ I have been adding a Lead to a Campaign through the API using code like this: SForceService binding = GetBinding(); var cmp = new CampaignMember { CampaignId = campaignId, LeadId = ...
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2answers
46 views

Confusion with CampaignMember Object

I'm confused with LeadId and ContactId fields, these are contacts or leads associated with a campaign, to my understanding, it's who was a prospect (lead or contact) at the moment of associating with ...
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1answer
42 views

Dynamically assigning campaign id in web to lead. handling multiple campaigns in web to lead form

Dynamically assigning campaign id in web to lead. handling multiple campaigns in web to lead form.We have 2000+ campaigns, and still more to create. I need to specify the campaign id in web to lead ...
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2answers
20 views

how i am able to select contact in campaign report

Campaign is not directly related to contact but when i try to create a report type after selecting the campaign directly i am able to select contact object. can anyone please explain how i am able to ...
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1answer
13 views

How do I attribute a Campaign to a Lead using visual workflow?

I have a publicly accessible flow and it has been working great. As an adjustment, we would like to hard code a campaign for each lead created by this flow. However, updating the campaign field from a ...
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12 views

Adding Campaign Member field to Create New List View (for contact)

Is it possible to add Campaign Member field to Available Fields section when creating new Contact List View? I see Campaign Member Status field exists there. Can anybody bring some light how this ...
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1answer
32 views

linking accounts to campaigns

I need to link campaigns to accounts. I hear its not possible out of the box, but a work around can be created. I'm also willing to download an app. If other organizations are doing this, can someone ...
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22 views

Salesforce Campaign sync with Marketo in reverse

My company would like to create campaigns in Salesforce and export them to Marketo. As far as I know, it is only possible to do this in reverse (create Marketo campaigns and export to Salesforce). I ...
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1answer
13 views

Getting a response in a click from an email campaign - how?

We are going to target some thousands of leads from 3rd party marketing software. Instead of a form to fill, when sending the email, we know exactly who gets the email. Is it possible, using a link, ...
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1answer
20 views

Add Campaign information to Visualforce Email Template

I am wanting to incorporate campaign information into an email template that will be fired whenever an Opportunity is Closed Won. It appears that it is not possible to query the "Campaign Influence" ...
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29 views

Salesforce - MailUp integration

I am using MailUp for my campaigns and recently wanted to integrate it with my CRM, Salesforce. I've installed successfully the package MailUp offers and when I tried configuring an error shows up. ...
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1answer
203 views

SOQL query all tasks and events with opportunities and any connected campaigns

I'm fairly new to SOQL but I need to write a query that returns all activities (Events and Tasks) that are associated with an opportunity. In addition I'd like to get any campaigns that are ...
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1answer
29 views

See ALL campaigns tagged on an opportunity - not just the one marked as primary

I have not been able to find a way to show all campaigns that have been tagged to an opportunity except just looking at the opp in Salesforce. Has anyone else been able to do this? Please help!
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16 views

Unable to send email to members in a campaign

I have to send all the members in a campaign name “x” an email using mass email in lead or contact. I have created a campaign and uploaded members using Add members – Import file under ‘Manage ...
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2answers
241 views

Test Class for Campaign Member Trigger

I am writing a test class for a trigger and am having some difficulty developing a test method. My trigger is on the CampaignMember object. When a new member is inserted AND that CampaignMember is a ...
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2answers
54 views

Trigger to Tie a New Lead Back to Campaign

we are using a system that integrates with Salesforce called Hubspot that generates contacts and leads. How it works is that when a Hubspot form is filled out, the entry is brought into salesforce. If ...
2
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1answer
21 views

Campaign Exclusion Report

I am having trouble creating a Campaign with Leads report and could use some help. I have Salesforce Enterprise edition. I have a population of 324 leads that are all campaign members of Campaign ...
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21 views

How to Reference campaign object from Lead? [duplicate]

Salesforce Enterprise WSDL downloaded from my organization shows that there is Campaign reference on Lead object: <complexType name="Lead"> <complexContent> ...
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59 views

Failure to Upsert CampaignMemberStatus object DUPLICATE_VALUE

Writing code to insert new/update campaign member statuses on new campaign insert and getting a weird error (below). I am a marketing user and there are no workflow rules in place. Any insight and/or ...
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1answer
22 views

Global Campaign Member Status Update

Our business does live events every weekend and we use Salesforce Campaigns to track prospects and mark attendees. Right now, for each campaign, we get two campaign member status, "Sent" & ...
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73 views

Unica “Treatment Code” into and out of ExactTarget

We're installing UNICA and part of the installation will be the creation of "Treatment Codes" which identify what email a recipient received, and also connects any activity (Clicks, Opens) back to the ...
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23 views

Push campaigns from Salesforce to Marketo

It's easy enough to sync a campaign from Marketo to Salesforce, but is there any way to do this in reverse?
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1answer
59 views

Campaign Member Custom Fields

I need to create several campaign member custom fields for reporting purposes to measure campaign membership by acquisition Channel and Medium. Ideally I could create a campaign member field for each ...
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1answer
95 views

Update Lookup(Campaign) Lead value via trigger

I have a Lookup(Campaign) field Consumer_Newsletter__c set up on the Lead object. The Lookup(Campaign) field populates the Campaign Name on the Lead record. I'm trying to put together Apex code ...
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17 views

Create a site to answer on campaign

I'm new at site on force.com so I don't have a full vision about it. I created a site. My need is to display the campaign and then the contact can check the website and answer if he participates or ...
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1answer
25 views

Run a unit test with the 'Marketing User' enabled

I have a unit test that needs to run as a user with the 'Marketing User' permission turned on because the code needs to create a Campaign. I tried the following: User u = [SELECT ID FROM User WHERE ...
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1answer
75 views

Opportunity Merging: Campaign Influence

As Salesforce has no native function to merge Opportunities I'm looking into creating my own. I'm comfortable with the field mapping/child records (products, activities, attachments etc) but the one ...
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0answers
75 views

How to link Campaigns and SMS mobile messages via the API

We are pulling data from SFMC (SOAP and REST) API to provide advanced reports, stats and metrics. Every SMS is sent from the SFMC Mobile Connect portal (no triggered sends via sms api) and is ...
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0answers
23 views

Campaign Members object security

I am working on a project with the Campaign/Campaign Members objects in which I am auto-creating Campaign Members through an import. Because of the way we will be managing the Campaign we would like ...
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2answers
76 views

Custom Button on Campaign History

I want to create a button for the Campaign History related list on the Lead page layout. I am able to create such a button (Customize -> Campaign -> Campaign Members -> Buttons and Links) and set the ...
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1answer
29 views

Campaign Member Status tallies

Hi I am trying to track attendance of our participants over many events (campaigns). I have created custom campaign members statuses. From what I understand, statuses that are marked as "responded" ...
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1answer
29 views

Campaign registration creates duplicates - can I over come it?

I am looking for a way to integrate a campaign registration form on our website, but if a user, that is already a contact registers, it will NOT be created as a new lead, but instead, create a new ...
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77 views

Lead assignment Rule and Campaign Member Status

Can someone help me understand Lead Assignment Rule and Campaign Member Status? So, when I create a new rule. I selected the criteria if Lead: Campaign Member Status = "Responded" then assign it to ...
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1answer
29 views

Campaign Type Not showing up in Picklist Field

I've created a new campaign type, but it is not showing on the campaign picklist selection. What am I doing wrong?
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1answer
91 views

How to associate a lead with a campaign by php salesforce api

I can create lead via salesforce php api toolkit , by my client said every lead should be associated with a campaign , and he gave me a campaign id . The campaign id is similar to something like this ...
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21 views

Limit action to only View in Campaign History Related List

A user has a Gold Partner license. Whenever they access to a person account, there is a related list called "Campaign History", we need to limit the actions from "View, Edit and Delete" to only ...
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1answer
52 views

Assignment Rule and Campaign Member Equal Do Not Call

I have trouble figure out how to set up an assignment rule that route my leads with campaign member status equal "Do Not Call". I've created a "Do Not Call" status on campaign member object and ...
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1answer
25 views

Querying for Members in specific Campaigns

I am trying to find campaign members for campaigns executed in last 2 years (not via Apex), in order to migrate this data. Using Jitterbit. I have tried couple different queries (from developer ...
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2answers
128 views

What is the difference between Campaign and Campaign Members? [closed]

What is the difference between Campaign and Campaign Members?
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15 views

web to lead unmodifiable field

I'm about to send an email to about 60k people. Some of them are not in Salesforce and I know their emails are duplicate. When they submit the form and they are NEW with new information, how can I ...
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2answers
128 views

unable to lookup primary campaign source in opportunity

i have created this 'Opportunity A' & 'Campaign A', so now i would like to relate Campaign A to Opportunity A by going to Opportunity A and click on the primary Campaign Source lookup but nothing ...
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27 views

Calculate the percentage of people in two campaigns

I would like to display the percent of people in campaign A that are also in campaign B on a dashboard. I have tried creating a joined report that calculates this percentage. Unfortunately, this ...
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9 views

Campaign dashboards for different campaigns in page layout

Can anyone tell me if its possible to create campaign chart for certain campaign. For example if i use the same chart in the page layout and click on multiple campaigns to give me results for that ...
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33 views

Have problem to insert email to CampaignAsset

Hello I have successfully insert dataExtension to campaginAsset. However, I have trouble to insert email to campaginAssest show errors as following: ET_PostRest Object ( [status] => [code] => 400 ...