Hi Salesforce,
I posted a question a few weeks ago similar to this but now that I have more insight on the topic I feel as though I can ask a more answerable question. I had the same issue as user Justin Scaini back in March:
"How do I track a stakeholder's engagement with my company?
I'd like to keep track of how my contacts are engaging with my company but I haven't found a simple way to do this to enable easy reporting.
We are a nonprofit and stakeholders engage with us in multiple ways through our conference and other initiatives. An example of engagement points include:
- 2014 Conference Attendee
- 2014 Conference Speaker
- 2015 Conference Attendee
- 2015 Conference Speaker
- 2016 Conference Attendee
- 2016 Conference Speaker
- Board Member
- Service Provider
- Consultant
- Sponsor
- etc...
Our stakeholders usually engage with us through more than one medium and we'd like to ensure that we are capturing every 'engagement point' they are involved with. Multi picklists don't work because I can't generate meaningful reports based on a multi picklist. The only thing I can think of is creating individual checkboxes for each option, which feels like a bit of a clunky workaround, especially as we add options over time."
The answer that was provided was this:
"Hi Justin,
I think you can
Either use Salesforce standard 'Activities' and record an activity whenever the contact engages with your company.
Or, create a custom object called say 'Engagement Points' as a child of the Contact and create a record here whenever the contact engages with the company.
Having a custom object will give you more flexibility and control for customization. But if your requirements are not very bespoke then using 'Activities' will be a good and straightforward option.
Cheers,
Ashish (http://www.asagarwal.com)"
I have an excel sheet that is essentially an attendance matrix with Contact Names in the left column and engagement points dating back to 2013 listed across the top, the corresponding cells are shaded in according to whether or not that person attended.
I made a custom object called "Engagement Points" that is a child object of the Contacts. I also added a checkbox called "Present" within it that I would check if that contact was present for the engagement point specified.has However, when I try to import all the different engagement points I get the message: "You cannot map the field Engagement Point Name to more than one Salesforce field.". Which makes sense because of the way it reads the sheet, but i'm sure there is a simple solution i'm missing.
What I want to be able to do is:
1. Pull up any Contact and see a list of their engagement points on their Contact Info page.
2. Open up any specific engagement point and see a list of Contacts attended
3. Pull up a list of all the contacts and their engagement points in one view
Thanks for all the help!
1 réponse
Muhammad,
It seems like you're wanting to use Campaigns for this. Campaigns are very scalable and also work well if you decide to move forward with any sort of Marketing Automation.
You would create a Campaign for each Engagement Point. You can click on the Campaign (think - Engagement Point) and see all of the Campaign Members (think - Contats associated to an Engagement Point). You can also click on a Contact and see its full list of their Campaign History (think - Engagement Point History).
Do you think that would get you what you want? The only negative would be you'd not have anything on the "Contact" that tells you their Engagement Points. You could however, setup a Process Builder (on Campaign Membership) to update a Multi-Select picklist after every new Campaign Membership is created. That would let you use on the Engagement Points on the Contact Record for things like a List View or a report that doesn't have Campaign History in it.
