#Campaign3 人正在讨论

I understand that a user must have the Marketing User checkbox enabled to create Campaign records in Salesforce. However, the Einstein Service Agent User doesn't allow the Marketing User checkbox to be enabled.

The same Flow works successfully when run by my admin user (who has the Marketing User checkbox enabled), but it fails when invoked by the Agentforce agent.

Does this mean that Campaign records cannot be created by the Einstein Service Agent User? If so, is there a recommended workaround or best practice for Agentforce use cases that need to create Campaign records? 

Hi everyone,

I am wondering if anyone here uses outreach.io My company recently integrated outreach.io into our Salesforce and I am having a difficult time getting outreach created tasks and events on both lead and contact records to link properly to Salesforce campaigns. Outreach has suggested making a "text field" but as an admin I know that won't create the true connection to the campaign record. Does anyone have any experience or work arounds to make this connection proper in outreach and Salesforce?

#Campaign #Outreach.io #Outreach #Activities #Tasks #Events #Leads #Contacts 

Hi All,

I need to Integrate Salesforce with Acoustic to send campaign data.

can anyone tell me how to do the integration with Acoustic ? I have never done it before.

any links or documents are also fine.

Thank you !!

#Integration #Campaign

Hello everybody, I have a need that I would like to share with you. 

In salescloud I have to send an email with an ACCEPT CONTENT button to a group of users (about 2000). 

When these Accounts accept the content of the email, a reply email is sent. 

Finally I would like to track on each Account whether he sent the reply or not. 

How would you do it? Would you use standard features? Do you know APPs that already do this job?  Thanks in advance.

#Mailings #Campaign #Campaign Members #Flow

Hey Trailblazers, 

I have a requirement to reroute recurring donations from a 2021 campaign to a new 2022 campaign. Any direction would be greatly appreciated. #Nonprofit #Nonprofit Success Pack #Campaign #Recurring Donation 

I am starting to utilize #campaigns at my organization and could use some tips and tricks. Is anyone free to give recommendations and share experiences? 

I would like a related list of Campaigns the contact is a member of filtered by the type of campaign.

So all campaigns where Type = Fundraising.

The standard related list is called Campaign History.

Is the related list object  (Object API) Campaign or Campaign Member?

What settings should I use for 

RelatedListNaje

Parent Field in Child Object

Filter

I'm a newbie to this. Thanks for any help.

@CMTD

#Data Management

Under the details section under certain contacts, there is the section "Prospects lists" and it usually lets me add contacts to Pardot campaigns manually through there, but for some contacts this message shows up "Prospect could not be found matching fid: '0034x000001d1obAAA'". What does this mean and how can I fix this?

#Campaigns  #Pardot B2b Marketing Automation  #Pardot  #Campaign  #Error Message

• The Prior Donations is a checkbox already on the Campaign Member object.

I tried to add a Rollup field to the Campaign Object which Counts Campaign Memeber records but when attempting to Filter the results based on Prior Donations = TRUE, the Prior Donations field is not not available in the Filter Criteria Fields. 

• Is there something I need to do to make the field available so I can use it as a Filter in the Rollup?
• If this can't be done, any suggestions on another solution?

#Campaigns  #Campaign Members  #Campaign Member Statuses  #Campaign Member  #Campaign  #Rollup Summary Field  #Roll-up Summary Fields  #Filter Criteria  #Sales Cloud

Thanks You, Glenn