Creating a marketing dashboard is an effective way to see how you are doing against your marketing targets. What channels are most effective for generating pipeline? How many leads did we generate this month compared to last month? In this post, I’ll share some example marketing dashboard components and some tips and tricks for creating dashboards in Salesforce.
Tip #1: View the unique count of records in a reportWant to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? The “show unique count” option within Salesforce reports can be enabled to view this information.How it worksWhile editing a report in the report builder, find the column for which you want to count unique values.Click Show More | Show Unique Count.Click Save.A count of unique values appears…
This is a follow up post to ‘How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow’There have been new features and capabilities added to Salesforce Flow since the original post was published on May 26, 2020. You can now achieve lead to account matching in Salesforce using Flow only.Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales…
Refreshed and republished on September 10, 2021This post was originally published on February 2, 2021. After this post was published, Salesforce released the ability to check if a field has been changed. Previously, the solution was to clear out the UTM field values after the flow ran. The new solution is to use the is changed feature instead of clearing out field values.The ConceptIf a lead or a contact’s fields for UTM Source, UTM Medium…
You have your lead lifecycle set up, your scoring set up, and the MQLs are flowing in. Now it’s time to pull reports in Salesforce to see how you are doing against your targets. Maybe you don’t know where to start, what reports to pull or what extra data points you need. In this post, I’ll share some example MQL reports and some tips and tricks for creating reports in Salesforce.Getting your data readyTo pull…
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to your page. While there are many different ways to customize your campaign page, here are four changes that are easy to implement that will delight your marketing team.How to customize your campaign pageTo customize your campaign page, navigate to one of your Salesforce campaigns, click on…
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating a separate report or leaving the campaign page. These reports can show you how many campaign members were added, by month or by status, how many opportunities are influenced by the campaign by opportunity stage, etc. All this is made easy by customizing your campaign lightning…
Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? This metric can be difficult for marketers to pull in Salesforce because reports by default will show the number of leads, contacts or campaign members within a report. One solution is to use the “Power of One” hack, which involves creating a custom field for accounts. The other easier solution is to use the “show unique count”…
Did you know you can create a calendar based on any custom object in Salesforce – without using an app? Yes, this applies to the campaigns object as well. While there are a couple of limitations to using this feature, it’s a great way to get a view of all your campaigns in a campaign view without purchasing an app from the Salesforce App Exchange.LimitationsBefore diving into how to create a campaign calendar, there is…
Want to know which one of your marketing campaigns is causing the lead to reach your MQL threshold? You can stamp this information on the lead by creating two new fields and creating two processes using Salesforce Process Builder. Once the information is available on the lead record, you can pull reports to show which campaigns have triggered the most leads to become an MQL.Create two fieldsFirst, create two fields on the lead object. One…
