A Little Bit
Salesforce
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How to Automatically Create Campaign Member Statuses in Salesforce
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader. Now, thanks to one of the Summer ’20 updates, you can easily automate this process using only Salesforce Flow. In this post, I’ll show you how to use Salesforce Flow to create campaign member statuses automatically based on campaign type.
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Account Scoring in Salesforce: How to Summarize Lead Score for Accounts
Already have lead scoring set up and want to take it a step further? Lead scores can be summarized for all related Leads and Contacts on the Account with some help from an App from the Salesforce App Exchange. You can then create reports in Salesforce, lists, and triggers within your marketing platform to target these Accounts based on the Account Score.
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How to Display the Number of Marketing Activities for Leads & Contacts in Salesforce
Want to be able to report on how many marketing touchpoints have occurred your leads and contacts? With some help from an App from the Salesforce App Exchange, you can rollup the number of marketing campaigns a lead has responded to with a couple of clicks.
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How to Prevent Lead Source From Being Overwritten in Salesforce
Creating a validation rule in Salesforce is a great way to restrict certain users from making updates to a particular field. Let’s look at how a validation rule can be used to restrict who can update the lead source once the lead source has a value.
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Quick Tip: How To Bulk Create Campaigns in Salesforce
Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields, set your estimated pipeline, and create Salesforce reports for visibility into your marketing campaigns. Uploading campaigns in Salesforce can be done using Salesforce Data loader. All you need to do is prep your CSV file and upload it into Salesforce.