Skip to main content
Grupo

Salesforce Campaign Management

This group is used to collaborate on everything related to Salesforce campaign management. Best practices, challenges, Q&A, add-ons, etc.

We are trying to send an email through a campaign, but the rule in place that prevents emails from being sent to contacts who have opted out. However, some of these contacts have registered for a class, and we need to communicate with them about their registration.

Is there a way we could implement a flow to temporarily bypass the email opt-out field for these specific cases—such as adding a button to override the field during campaign sends—and then reapply the opt-out after the email is sent? We’d like to avoid creating extra work for the staff since we use campaigns for registrations but still want to honor opt-outs for newsletters and other general communications. Or other ideas??

2 respuestas
  1. 20 jun 2025, 17:15

    @Sumit Verma Could you add a bit more detail about how to implement your suggested work around for the opt-out bypassing?

0/9000

We've added a filter in the campaign influence Auto-Association rules for "Responded = True,"  and it removed them from view but the records are still associated with Opportunities in B2BMA and I cant filter by the "responded" field in the Multi-Attribution dataset.  

 

Is there a way to view/delete campaign influence records? 

6 respuestas
  1. 7 jun 2024, 12:10

    Update: With help from Salesforce support, we changed the dataset's connection mode type from "Incremental Sync" to "Periodic Full Sync" which allowed the system to remove the deleted records from showing in B2BMA

0/9000

I have tried reporting but there doesn't seem to be a way to track list emails that have been opened. And they don't seem to populate the Campaign activity log. Any help would be appreciated. 

1 respuesta
  1. 25 ene 2024, 21:54

    Hi Jonathan,

     

    I could be wrong, but I think you need to have Marketing Cloud to do that.

     

    Thanks,

     

    Nick

0/9000

Hi! I'm setting up Campaign Influence and after enabling this features when a user has the "Campaign Influence" enabled through permissions set and "Marketing User" checked on User's detail they have full CRUD over records for Campaign Influence. I want to restrict certain users to only create and read, but there is no object level security available for Campaign Influence object, only field level security. Is there a way to restrict the level access? Thanks!

1 respuesta
  1. 17 dic 2023, 21:15

    @Elena Schwarzböck I looked into this and I am curious where you are seeing that a user can edit or delete a Campaign Influence record via the UI. This is a screenshot from my developer org and no users, not even System Admins can edit or delete these records via the UI. It is my understanding you can only edit or delete Campaign Influence records via the API - using the developer console or a tool like Data Loader.I looked into this and I am curious where you are seeing that a user can edit or delete a Campaign Influence record via the UI.

0/9000

The object does not show in the Object Manager, any ideas how can I create a custom nubmer field?

Thanks!

#Campaign Member Status

2 respuestas
  1. 23 nov 2023, 08:31

    Thank you @Smitha Thomas. I believe the permissions you refer to are for front end users, not admins. We do have Marketing Users who make full use of campaign management features.

    What I'm looking to achieve is adding a 'number' field to the campaign member status records, to drive scoring calculation.

0/9000

Is there a way to easily remove all Campaign Members from a Campaign? 

1 respuesta
  1. 9 dic 2022, 20:17

    Hi @Ally Krebeck,

    You have the "Remove" button in the Campaign Members list:

    Hi ,You have the

    If you have hundreds or thousands, you can run a SOQL query, download the record Id and delete them massively using Workbench, Salesforce Inspector or Apex.

    Screenshot_campaignmember_query.pngHope it helps,

    David

0/9000

I understand that in Salesforce Classic Campaign Lookup fields are supposed to filter out inactive Campaigns.  However, in our instance, the Lookup fields are not filtering out inactive campaigns.  We do not have any filters set.  Can someone help me understand why this would occur? 

Unable to find Campaign record when you search via lookup field (salesforce.com)  #Campaigns

6 respuestas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2 oct 2022, 17:43
    Glad you found a explanation here.
0/9000

My team is trying to create a year-over-year Campaign comparison report but is having trouble since there is no Fiscal Year field on the Campaign object. How do others report on year to year Campaign performance? 

4 respuestas
  1. 29 ago 2022, 15:50

    I just grouped the Report Columns by Closedate and selected "Group Dates by Fiscal Year" 

     

    Then I created these 4 Report Summary Formulas 

     

    Formula 1 (Variance Count)

    RowCount - PREVGROUPVAL(RowCount, CLOSE_DATE)

     

    Formula 2(Variance %)

    IF(PREVGROUPVAL(RowCount, CLOSE_DATE) <> 0,

    (RowCount - PREVGROUPVAL(RowCount, CLOSE_DATE)) / PREVGROUPVAL(RowCount, CLOSE_DATE),NULL)

     

    Formula 3 (Variance $Amount)

    AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)

     

    Formula 4 ($Variance %)

    IF(PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE) <> 0,

    (AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)) / PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE),NULL )

0/9000

Does anyone use appeal codes or source codes for tracking responses to a soliciation appeal (i.e. for printing on a BRE)? This is how we've tracked appeal responses in the past, and plan to create a custom field on the Campaign object for this. Curious if others have taken this approach and how these appeal codes are generated/created in the system? Thanks!

0/9000

We identify business customers with a CIF Number.  In FSC, a CIF has a single RelationshipID but can have multiple ContactIDs - or no ContactID at all.  When importing a CSV population of Campaign Members, FSC want to use a ContactID.  We didn't send a letter to each contact within the CIF/company/relationship; we sent it to the company.  I need to add Campaign Members at the CIF/RelationshipID level, not the ContactID level.  Has anyone been able to do this?  If so, how?

2 respuestas
0/9000