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 ...

learn more… | top users | synonyms

0
votes
0answers
10 views

1 lead record or 2 when having 2 different campaigns running

We have a very transactional business model for part of our company. With that said, the call center sales reps will get leads one week, reach out to them, try to sell our products/services and then ...
0
votes
1answer
19 views

How to automatically update a CAMPAIGN field once LEAD has been linked to CAMPAIGN

Sometime ago, I was able to solve a problem of updating a CAMPAIGN field once LEAD is created or edited with help from here [ Want to update a Campaign field if Lead is created or updated ]. But ...
1
vote
1answer
16 views

To find no of (count) unique accounts from the campaign member related list

How to display no of (count) unique accounts from the campaign member related list on the campaign detail page. [P.S: If two campaign members belongs to the same account it should count the no of ...
0
votes
1answer
45 views

Want to update a Campaign field if Lead is created or updated

I created 2 custom fields on Campaign and I want those fields to be updated if the Moved to MQL or Moved to SQL fields (these are checkbox fields on Lead) are checked. The two custom fields are Number ...
0
votes
2answers
31 views

APEX: Assigning a Campaign Id to Campaign Members Issue

I am trying to reassign the campaignid of some existing campaign members by creating a clone of them and inserting them afterwards. Firstly I have the following 2 observations: the hardcoded ...
1
vote
2answers
58 views

How can I get the Campaign IDs of Leads through triggers?

I have tried this. Not working. (CampaignIds is a set) for (Lead lead : Trigger.new) { CampaignIds.add(lead.CampaignId); }
0
votes
1answer
17 views

Missing Standard Report

I inherited an org and the previous admin did a lot of customization to reports with regards to contacts and leads. At this point I can't find the standard report for Campaign Contacts. I've done ...
0
votes
1answer
22 views

Configure “Total Value Opportunities” on the campaign object

I would like to know how are configured the fields "Total Value Opportunities" and "Total Value Won Opportunities" on the campaign object. They sum the custom field "Marge" on the Opportunity object. ...
0
votes
0answers
18 views

Attach item to campaign after deployment

Let me reword this: I'd like to attach an email to a campaign, in campaign manager, after it has already deployed and still have the stats (opens, clicks, etc...) show up in the campaign for ...
0
votes
1answer
15 views

Custom Report Type with same fields as “Campaign with Leads” standard report

I am trying to create a custom report type that provides access to the same fields that are available when creating a new "Campaign with leads" report. I need to use a custom report type in order to ...
5
votes
2answers
57 views

Define Campaign Member Status via Apex?

I have thousand of campaigns for which I have to define campaign member statuses. Manually I know it is done via the advanced configuration on the campaign itself. But I don't think it feasible to ...
3
votes
1answer
32 views

Field Formulas: Count Members Except Status Blacklist

I am customizing our Campaign page and adding a field called "Total Participants". I want to only count Campaign Members whose status is not equal to "No Show", "Not Attending". This is simple to do ...
0
votes
0answers
22 views

Trouble with Lead Assignment Rules

I have a lead assignment rule that I created using a campaign owner as a filter field and it does not look like it's working properly. Leads will get imported to my Salesforce instance via an outside ...
0
votes
1answer
18 views

Campaign Membership from Lead Formula

My end goal is to create a custom link on my lead page that will add an extra parameter to the url if the lead is a member of a particular campaign. I have tried accessing the ...
0
votes
1answer
21 views

Importing contacts with a campaign

I need to import a bunch of contacts. One of the columns in my .csv has a campaign. I do not see a campaign field in the contact object. Does that makes sense? Am I supposed to first do the contact ...
0
votes
1answer
20 views

Add Contacts to Campaign from Joined Report

I have a joined report that shows a list of Contact email addresses that I'd like to add to a Campaign. However, because of the way the objects are structured (Contact > Junction Object > Membership ...
1
vote
2answers
39 views

Primary campaign source field is not updating on Opportunity

I wrote an apex code to update the primary campaign source field on opportunity depending on the contact field Contact__c on opportunity. If the contact has an active campaign, then associate ...
0
votes
0answers
21 views

Exact Target: Using FuelSDK to send email to a campaign in salesforce

How do I access Salesforce campaigns as a recipient source while sending email using Exact Target FuelSDK C#?
1
vote
0answers
14 views

ExactTarget: Access Tracking information through python API

I've been searching extensively but still can't figure out. On the email dashboard, I'm doing Tracking > Send. In the My Tracking folder, I see a lot of Job ID, alongside good information like "Email ...
0
votes
1answer
24 views

Notifying users that have been assigned to a campaign

Hey I've been working away on this problem for a while now and I really hope somebody can help me out. Basically I'm building a resource allocation tool that enables campaign creators to assign ...
0
votes
0answers
18 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 ...
1
vote
2answers
20 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 ...
0
votes
1answer
28 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 ...
1
vote
0answers
29 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 ...
1
vote
1answer
19 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 ...
0
votes
1answer
93 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 ...
2
votes
2answers
80 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 = ...
0
votes
2answers
55 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 ...
0
votes
1answer
59 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 ...
0
votes
2answers
21 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 ...
0
votes
1answer
18 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 ...
0
votes
0answers
19 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 ...
0
votes
1answer
45 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 ...
0
votes
0answers
26 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 ...
1
vote
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, ...
0
votes
1answer
24 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" ...
0
votes
0answers
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. ...
-1
votes
1answer
313 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 ...
-1
votes
1answer
45 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!
0
votes
0answers
18 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 ...
0
votes
2answers
408 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 ...
0
votes
2answers
76 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
votes
1answer
28 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 ...
1
vote
0answers
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> ...
0
votes
0answers
77 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 ...
2
votes
1answer
25 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" & ...
0
votes
0answers
106 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 ...
0
votes
0answers
26 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?
0
votes
1answer
79 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 ...
1
vote
1answer
115 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 ...