I'm looking to export campaign members easily to a csv file. I require full details of both leads and contacts, preferably with a column detailing lead or contact.
I've managed to export a contact report with a filter of campaign history but I'd really like to export both contacts and leads at the same time - from a campaign member reporting rather than contacts and leads separately but I am unable to detail the campaign member contact details from reporting from campaigns, I can only access the sum of both contacts and leads which doesn't help me much.
Anyone able to help me achieve this? And possibly automate the export weekly if this is possible?
Thank you!
답변 7개
Standard reports won’t give you everything in one go, especially if you want both leads and contacts with full fields. You can query CampaignMember via SOQL and export the data. Alternatively, using Skyvia (https://skyvia.com/query), you can either run a custom query (similar to SOQL) or utilize its export functionality. Skyvia has flexible filtering options, which allow you to export not just the primary entities but also related ones, and you get the exact data you need.
