Tagged Questions

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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19 views

adding members to parent campaign

Is it possible to create a campaign and add campaign members from other campaigns into the new campaign I created? A new campaign that has an amalgamation of other campaign members. I need to roll ...
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1answer
15 views

Force.com One App license and Campaigns

I am using Force.com One app licence which does not provide standard salesforce campaigns. Is there any way through which we can bring campaigns in this license as well using some external connector ...
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2answers
32 views

Report on Campaign to show Leads Converted and Opportunities Closed Last Quarter

I need a report which shows Leads associated with in the last Quarter as well as the revenue the Campaign has generated in the last Quarter. I have been able to build to separate reports - one report ...
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1answer
19 views

What happens with my app when it contains a lookup to Campaign and we use the app in Group Edition

Image I create an app that contains a lookup field to Campaign. The field is not mandatory, and is only used when a user wants to use it. Can a user install the app with a Group Edition license? If ...
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1answer
20 views

Re-using the 'add campaign members' contact search for a custom object

When managing a campaign, there's the 'add campaign members' functionality where one can query for contacts / leads and add them to the campaign. I have a custom object where I also need to add ...
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0answers
19 views

Lead Conversion Campaign Member Issue

I have a trigger on Lead Conversion which validates and allows lead conversion only if the Lead is associated with a Campaign. Heres a snippet of the same: for(Lead led : trigger.new){ if( ...
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2answers
74 views

How can I find whom are the converted leads from a specific campaign?

I am trying to get the converted leads from a campaign. trying to get a Lead with converted history didn't provide the data (no campaign info). Following Q&A states, that there is no direct ...
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0answers
13 views

Is it possible to retro-fit a converted lead to a campaign?

Looking to see if it is possible to re-create the data relationship of attaching a "campaign member" on a converted lead... Is it possible to get a permission temporarily granted to allow inserting ...
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0answers
52 views

Add/Remove Campaign Members Based on Contact List using Apex

I'm having a hard time figuring out the logic for this in Apex. In C# I would just use linq. I have an existing campaign that I want to add/remove members based on new lists of contacts. Basically, ...
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29 views

How to setup 2 way sync Salesforce to mailchimp lists

We use Mailchimp to send out Weekly/monthly newsletters to contacts based on a contacts “status” in Salesforce (e.g. all members that have a completed opportunity), we would like to make that the ...
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0answers
43 views

pre-populating the child event record with the parent campaign_id

Hope you are both well. I was wondering if I could pick your brains on one small piece (the only outstanding item) for this development. A I’ve created a custom button “create child event” which ...
3
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1answer
62 views

Multi-Step campaign or Salesforce approval process on Exacttarget

I need to create multi-step campaign on Exacttarget. Requirements: I send survey email (step1) to my users by email and depending on response, reply with step2.a or step2.b, and so on... I didn't ...
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1answer
93 views

ExactTarget v5 Salesforce Integration - Tracking Analytics and Using Campaigns

My organization recently started using the v5 ExactTarget integration with Salesforce and I'm wondering if there are some best practices on using Campaigns with ExactTarget. At this point, we only use ...
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1answer
71 views

ExactTarget - Salesforce Integration: Adding the report or Campaign to the 'Individual Email Results' record in Salesforce

I am asking the following on behalf a client. A features in a system requires the ‘Campaign’ and ‘Report’ field to be completed on the Individual Email Result (and for that matter on the ‘Email ...
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0answers
31 views

is it possible to mass add leads to campaign monitor through salesforce?

This may be off-topic, but i feel this is the best possible forum for finding a solution: Using the 3rd party app "Campaign Monitor" is it possible to mass add leads (or contacts) to Campaign Monitor ...
2
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1answer
84 views

how to exclude leads and contacts that were in a previous campaign

This is not an automation or coding question. This is a procedural question, i.e., "how to". I have researched through functionality, documentation and support questions/answeres and yet found no ...
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1answer
54 views

Ability to Associate Newly Created Leads with an Existing Campaign

I am trying to figure out a way to associate a lead, upon creation, with an existing campaign. I know this would involve an apex trigger/class, but I'm not sure of how to do it. The way I want it ...
2
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1answer
137 views

Trigger for passing picklist value from Campaing to campaign members custom field

Brand new to Apex with rudimentary programming skills. Here's what I'm trying to do: I'm trying to pass the campaign type (email, webinar, etc...) from the Campaign to it's Members. What I'd like to ...
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0answers
12 views

How to restrict user to view campaigns based on some conditions

I am new to salesforce Development. I want to make campaigns not available for a user if contact/lead associated with the campaign does not contain email address. Please help.
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0answers
44 views

Adding mass email recipients to a campaign

After sending a mass email through Salesforce to the 250 leads, I want to add the recipients to a campaign. Right now, I'm doing it manually by going to "Campaign Members" and then individually ...
2
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1answer
189 views

How do I create an Opportunity in Apex with the standard Primary Campaign Source functionality?

I've set up some automation so that when a CampaignMember receives a specific status (Evaluation Request), a Contact, Account, and a set of project records are created. An external system notifies ...
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1answer
120 views

How to update lead fields based on campaign type?

Can anyone please help? My problem is that I am trying to write a trigger on the Lead object that will fire when a new lead is inserted. I want this trigger to look at the campaign that the lead has ...
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0answers
21 views

How to create a group of contacts using campaigns?

I have to create a group of contacts using Campaigns.how do i do it with Campaigns? I tried to create campaigns and created a record type for campaign memners, but don't know how to creategroups
2
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1answer
30 views

Campaign Hierarchy in search layout?

Is it possible to show campaign hierarchy in the search layout? Ideally I'd like the search layout to mimic the indentation that gives a visual representation of search layout on the campaign layout ...
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0answers
40 views

Campaign Record Insert Error. Insufficient Access On Cross Reference Id

In our salesforce org there is eloqua integration. It basically inserts Campaign records into salesforce. For 1 campaign i am getting this error "Insufficient Access on Cross Reference Id". I already ...
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0answers
25 views

Mass emails and events

We currently have iContact linked into our Salesforce product. We have an issue where we create a campaign tied to an event occurring in a month. We send out an invitation to 150 members. We get 20 ...
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1answer
376 views

Add to Campaign not showing on report

We have a custom object called Application that is a child of the Contact. When we build a report type linking the Contact to the Application object and then generate a report from that report type, ...
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1answer
263 views

Is there a way to create a workflow rule to create a task when members are added to a campaign?

Then when we import members through the Manage members import file, would like it to Trigger workflow rules for new and updated records. Has anyone done this, I don't even know how to verify or insure ...
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0answers
22 views

I want to automatically add all new leads or contacts to a general introduction campaign

I know how to import lists of leads or contacts in to a campaign. However I want figure out how to set it up so that if a new lead or contact is created in salesforce - either by import or ...
7
votes
1answer
335 views

Mass email a group of contact

I created a custom object named ContactGroup where I can add Contact. A Contact can have many ContactGroup and a ContactGroup can contain many Contact (so this is a n-n relationship). Now I would ...
2
votes
1answer
409 views

Add campaign information into lead auto response email

I thought this would be an easy one but its not working as expected. I have a custom campaign type that has a "Meeting Time field" and i want to include that meeting time in an automatic email that ...
2
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0answers
62 views

What is the order of assignment/autoassociate and auto response with web-to-lead?

I have a scenario, I need to auto associate new leads into campaigns, and send a customized email to them. The auto-assignment and the auto-association both work perfect. However, the HTML template I ...
2
votes
1answer
88 views

how to narrow down statuses to a specific campaign

Hi I created a visualforce page so contacts are able to update their campaignmemberstatus. I used this site: https://success.salesforce.com/ideaView?id=087300000006twk The problem is that all ...
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votes
1answer
299 views

Why am I getting a compile error in my trigger?

Background I'm looking to write an apex trigger that will look at newly created leads, and assign them to a campaign based on a custom field in the leads, but I'm getting stuck with this compile ...
2
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1answer
515 views

How to show custom contact fields for campaign members' page on the campaigns tab?

I would like to know how to show custom contact fields for campaign members' page on the campaigns tab?
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0answers
33 views

How do i show all campaign members by default when I click on the campaigns tab?

How do I show all campaign members by default when I click on the campaigns tab, while sowing all the other campaign fields?
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vote
3answers
137 views

How to narrow down statuses to specific Campaign

I'm building a custom VF page with a form to input data about interactions with campaign members. I have this element on the form: <apex:inputField value="{!campaign_member.status}"/> ...
0
votes
1answer
124 views

How to add to campaign from webform?

I am trying to create a landing page, that will create a lead in SF, and add that lead to a campaign. I created the campaign, Set it to Active, and got it's ID. According to some resources on the ...
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2answers
333 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
5
votes
1answer
374 views

CampaignMemberStatus records only testable with seeAllData flag?

I wrote a trigger that creates some CampaignMemberStatus records against a Campaign automatically, and noticed that when I tried to test my logic any queries that I run for CampaignMemberStatus ...
3
votes
1answer
471 views

Campaign members coming from a custom object

When you look at campaign members, you can add leads or contacts as members. I have a need to add what we call "Examiners" as campaign members. Examiners is a custom object we have built in our org ...
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2answers
2k views

How to enable creating campaigns?

Despite being administrator for our Salesforce instance, I am not able to create campaigns. I ticked all boxes in my personal settings, but still I can see neither button nor element in the dropdown ...
0
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2answers
263 views

Existing Campaign Member update and email sent to owner?

Is there a way to trigger an existing lead or an existing contact with an email when I import a file as Campaign Members? Also, with this import, I usually gets duplicate leads or contacts which then ...
0
votes
1answer
139 views

Campaign and account reports

Is it me or everyone face issues when it comes to reporting on accounts from campaign ? I am trying to see all the accounts related to a campaign I do not see a report where I can pull campaigns ...
4
votes
2answers
534 views

Sending Mass email

I have 1003 contacts in my org and I want to send them all an email. I'm limited to 250 contacts per mass email, so I would like to create lists that would split my contacts (and future contacts) to ...
3
votes
2answers
323 views

Campaign to contact record record field update

Is there a way to trigger a field update such that when the information about a campaign member is modified in the campaign object, it updates a field of the same member's contact record?