
hey guys,
hope i'm in the correct section here. i have two questions about the administration of my sales cloud. maybe you can help me with this.
At my contact-list and my list of campaigns i have the opportunity to edit the contact details directly in the list. There is an "edit-mode" (with a little "pen"-button). In the campaign-member-list i do not have this feature. I would need to open the respective profile first and change the attribute there from a to b (e.g. the campaign-status).
The (important) funnel/filter- and the chart-features are missing as well.
Maybe its possible to change this in the setup. But unfortunately i can't find it.
my second problem:
i need the opportunity to count details from different campaigns in one attribute. for example if i create a new campaign and want to have a "digit"-attribute there how often a contact took part in the previous x campaigns. I tried with the rollup-summary-fields but this didn't lead me to the wanted results.
Do you guys have an ideas about this problems?
Best regards
Tim
@Tim Gorny Have you looked into customizable campaign influence? Not sure it solves your exact issue, but can help with multi-touch attribution.
https://help.salesforce.com/articleView?id=campaigns_influence_customizable.htm&type=5