Skip to main content
GroupsAccounts on Campaigns Beta Feedback
Group

Accounts on Campaigns Beta Feedback

The purpose of this group is to allow customers to provide feedback on the Spring '21 beta feature to allow customers to add Accounts as Campaign Members. (IdeaX Link: https://trailblazer.salesforce.com/ideaView?id=08730000000BrEVAA0)
Amanda Wolf (Product Manager at Charles Schwab)
Mar 17, 2022, 8:23 PM
BULK API Account Campaign Member

Does anyone know how to use the bulk API to add accounts as campaign members? I enabled "Accounts as Campaign Members" and my Campaign Member record now has the AccountId field. I'm able to manually add Accounts on the UI, but when I try uploading Campaign Members using the Bulk Insert API, I get the error "InvalidBatch : InvalidBatch : Field name not found : AccountId"

 

CampaignMember | Object Reference for Salesforce and Lightning Platform | Salesforce Developers

11 answers
  1. Sanjay Subramanian
    Jun 12, 2024, 11:37 PM

    OK I solved the issue. I observed that the default value of API_version inside the  salesforce_bulk.py class is defined as 40.0

    So I passed the API version '50.0' while instantiating the SalesforceBulk class

     

    SF_BULK_API_VERSION = '50.0'
    bulk = SalesforceBulk(username=sf_user, 
                          password=sf_password,
                          security_token=sf_security_token,
                          sandbox=True,
                          host=dev_host_001,
                          API_version=SF_BULK_API_VERSION)

Write an answer...
0/9000
Danh Nguyen
Aug 11, 2021, 10:17 AM
At Contact & Opportunity listview, we can filter Contact & Opportunity by Campaign Name. Are there any way to add this filter to Account listview also?
3 answers
Write an answer...
0/9000
Inna Potashnik (Senior Salesforce Administrator at Oshman Family JCC)
Nov 2, 2022, 1:25 AM

List Emailing is an essential functionality when working with Campaigns. "Accounts as Campaign Members" feature (although Beta) would benefit from addressing this in one or multiple ways. 

1) Clearly stating in the documentation that currently List Email will not send emails to Campaign's Accounts themselves NOR Contacts related or affiliated to the added Accounts (without this in the documentation, I spent weeks working the case on this with SF support, and they never directed me to this page)

2) Putting it on the roadmap to enable the inclusion of Contacts related or affiliated with Accounts in Campaign into the List Email

3) Putting it on the roadmap to include a button in the "Accounts as Campaign Members" feature that would allow adding all Contacts under all Accounts in the Campaign into the same or Child Campaign

4) Building in capability to add a filter to a Contact report or List View that would allow filtering by an Account's Campaign membership (an Account that's either Related or Affiliated). Such report or list view will allow adding all the Contacts in bulk to a List Email (from list view) or to a Campaign.  (Reports based on Campaign Member object that can show Account members and their direct Contacts do not allow adding Contacts to a Campaign)

Write a comment...
0/9000
William Coyle (Database Consultant at Be Well Consulting)
Sep 27, 2022, 1:31 AM
Emails Not Being Sent to Account Primary/Affiliated Contacts

Hey SF wizards! Just starting out with this new feature and I think it's going to be great :) However, after turning this on in my production org, and adding a few accounts to a campaign, I haven't been able to get the list email to function. These accounts both have Primary Contacts and affiliated contacts (marked as Current) with emails (using NPSP). My tests don't go through and get error message when using Review in the email builder.

 

Is this feature supposed to be working and/or not released yet? Any special set up or consideration for it to work? I was assuming that any contact affiliated to an account that was marked as Current, and has an email, would be sent the list email from the campaign.

Emails Not Being Sent to Account Primary/Affiliated Contacts

9 answers
  1. Bawn Froning (Listen First Project)
    Oct 15, 2022, 1:25 PM

    Yes, Tom, you are correct.  You need to have the NPSP module installed and the Accounts as Campaign Members enabled.  

     

    One of the "features" of the NPSP module is that it associates contacts to the account through Affiliates - they are not directly connected as Contacts (i.e., you will only see them in related lists associated with affiliated contacts, not in the Contacts related list).  Maybe that is what the existing standard button offers - adding related Contacts.

     

    In my  version, you are able to add the contact listed as the primary contact for the account and then any contacts on the Affiliated contact records.

     

    Yes, definitely a learning opportunity for all of us.

Write an answer...
0/9000
Victor Veisbergs (Salesforce System Administrator at SEI)
Sep 27, 2022, 7:20 PM
What is the difference between Campaigns Related List vs Campaign History Related List when associated to an Account Record?

It looks like the Campaign History related list brings in all of the campaigns that an account was related to when that relation was established via the button on the Campaign History related list. It looks like the Campaigns Related List rarely gets populated and only seemed to get populated on occasion when the account was added through a Campaign Member related list found on the Campaign record. Can someone tell me what is the criteria for records to be displayed in each of those two related lists as I cannot seem to find this information when searching for it? Thanks much to anyone who can help me on this.   

2 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Sep 27, 2022, 7:51 PM

    Post here with a confirmation from Salesforce Support about the difference between these lists 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000J63EWSAZ

Write an answer...
0/9000
Jenna Weiner (Certified Advanced Salesforce Admin & Reporting Enthusiast at AgWest Farm Credit) Forum Ambassador
Jul 1, 2022, 4:21 PM
Send email to account campaign member with no related contact? also, Marketing Cloud subscriber duplication?

In our org, we have two types of accounts: businesses - with indirectly related contacts, and people (not to be confused with person accounts, no, we have a custom solution that replicates that functionality) - with a directly related contact. It's always a 1:1 relationship. (I know this isn't ideal, but it's what we've had to do to integrate with an existing home-grown system.)

 

In other words, we have Smith Farms business account. John Smith is a people account that is a related account of Smith Farms. John Smith is also a contact related to John Smith account, with an indirect relationship to Smith Farms.  Based on what I've read about how this functionality works, if I added John Smith people account as a campaign member and used the send list email functionality, then the John Smith contact would receive an email. However, if I add Smith Farms business account, nothing would happen.

 

I'm also curious how this works with Marketing Cloud. If we already have a subscriber for John Smith contact and we then add John Smith account to a campaign to pull into a marketing cloud send, then does the subscriber end up duplicated?

Send email to account campaign member with no related contact? also, Marketing Cloud subscriber duplication?

2 answers
  1. Jenna Weiner (AgWest Farm Credit) Forum Ambassador
    Jul 1, 2022, 5:25 PM

    Well, maybe this doesn't work how I'd expect. I tried it in a sandbox with sending to an account that did have a directly related contact and it failed to send. Email said: "List email "Testing sending to account campaign members" was canceled due to an error detected by the system.

     

    Error code: NO_RECIPIENTS

    Error Description: No recipients provided by the ListEmail

     

    Click https://brave-panda-al3hlg-dev-ed.my.salesforce.com/0XB8c000000TzQX to view more details about this list email.

     

    Salesforce List Email"

    Well, maybe this doesn't work how I'd expect. I tried it in a sandbox with sending to an account that did have a directly related contact and it failed to send.

     

    2022-07-01_00390.png

Write an answer...
0/9000
Bawn Froning (Listen First Project)
Apr 11, 2022, 7:27 PM
Email Campaign with Accounts

Since the current version doesn't support emailing to accounts attached to a campaign, has anyone found a creative way to simulate this.  I could use data import to import both accounts and related contacts (or primary contact) into the same campaign.  Trying to figure out how to track status when we receive a response without duplicating effort.  For accounts of a certain status, we'd like to target specific emails to the related contacts.  Would some sort of batch, on-demand/overnight job assist with this?

5 answers
  1. Bawn Froning (Listen First Project)
    Jul 12, 2022, 3:53 PM

    Completely accurate, Ines, though I hope there will be some improvements to extend these capabilities in the future.

Write an answer...
0/9000
Brady Meisenhelder
Jun 29, 2021, 3:44 PM

Do we have confirmed Bulk Import working for Summer '21 release? Using both dataloader and Data Import Wizard I can import one Account ID at a time successfully and repeatedly, but doing more than one ID I get all "invalid cross reference id" errors. I'm assuming that must be an issue on my end, but since I'm repeatedly able to import single accounts without error with the same exact fields, etc....I thought I'd double check there wasn't some issue/limitation.  Thanks. Excited for this.  Best,

Brady

1 comment
  1. Brady Meisenhelder
    Feb 2, 2022, 12:36 AM

    Still curious if anyone has this working. Data Import Wizard still throws this error. I can successfully import contacts to campaigns.  Dataloader.io doesn't even show (as far as I can see) the ability to select "Account ID" as a map for the import into campaign members. I'm testing in a sandbox, current SF release, accounts with campaign members enabled in setup. I'll test with dataloader for windows, but the SF documentation mentions Data Import Wizard should work for bulk account campaign member additions.  Edit: Same error in dataloader for windows (current version). I've tried both 15 and 18 digit account and campaign IDs.    I have successfully imported the same file with Apsona and have gotten the accounts to show up as campaign members in my sandbox. So, I'm not sure what is going on.  Also successfully bulk added the accounts via a Report => add to campaign. So, I'm assuming something isn't set in my sandbox/production instances ccorrectly for the standard bulk import methods.  Per above. Entering a single account via dataloader on windows is successful. So I guess my problem might be bulk entering any data period and I'll take a look at it from that direction and see if I can bulk import data more generally.  Edit: Also seems to work now using Dataloader current windows version and importing 18 digit accoun tand campaign IDs. Was very confident I had done that previously multiple times, but apparently not.

Write a comment...
0/9000
Alexandre Brandt (Senior Revenue Technology Consultant at Statista)
Nov 22, 2021, 2:19 PM
Accounts Added to Campaign, no Contact in Campaign count?

Hello Admins,

 

I've discovered today it was possible to add Accounts in Campaigns.

I'm working on our first campaign this way but I do have some open questions. I'm trying to avoid bad surprises down the line with this workflow...

 

Adding 30 accounts to a campaign, I noticed that count of Leads in Campaign or Contacts in Campaign stays at 0.  (and yes we do have Contacts 30 accounts I've added to the campaign.)

 

Accounts Added to Campaign, no Contact in Campaign count?

 

1. Is that supposed to be or its not normal behavior?

2. If the numbers are supposed to add up, does adding new Contacts to the Account 

3. Is it still possible to send list emails to those Accounts which will then email the Contacts within them?

 

Thank you!! #Sales Cloud

2 answers
  1. Alexandre Brandt (Statista)
    Nov 24, 2021, 3:52 PM

    Hello Ashish,  We use accounts and contacts in a slightly different way in our org... But when you say for the reference on reporting, do you mean that the purpose of this is to be able to report by Account?  In otherworld's, should we include the Contacts as well if we want to use further for List emails etc?  Thank you, Alexandre

Write an answer...
0/9000