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Topics#Data ManagementPregunta de Bobby Nasson
Bobby Nasson (More Than Words) ha preguntado en #Data Management
7 may 2018, 12:47

The best way to code constituents in Salesforce?

Hi there. I'm hoping to get any suggestions for the best way to group folks in SF according to their interests. I am in charge of leading training sessions for our organization, and I'd like to be able to code everyone who reaches out to us/has been in touch so that I can actively track them going forward and reach out to them to encourage them to sign up to attend future trainings. 

 

Any thoughts would be appreciated...

 

Thank you,

 

Bobby
1 respuesta
  1. Thomas Hoffman (Crowe)
    7 may 2018, 14:27
    Hi Bobby - Two approaches to consider:

     

    1) Checkboxes - if you have a smaller number of interests, adding checkboxes to the contact record may be the best course.  If you are using lightning, can you keep this off the page layout, add them to a quick action, and then add that quick action on its own tab, creating an 'Interests' tab to keep your page layout clean (see here for more on this approach: https://theaccidentaladmins.com/record-detail-tabs

     

    2) Custom 'Interest' Object - if you have a large number of interest categories or they change regularly, it may be worth creating a custom 'Interests' object that holds all available interests.  Then you would create a junction object to the contact record, 'Contact Interests', so each contact could be related to multiple interests. 

     

    Some may recommend a multi-select picklist here...I would argue there is never a good use case for a MSP...just avoid them. 
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