Streamline Contact Segmentation in Salesforce by Using the Accounts as Campaign Members Feature
Its trade show season and sales reps have targets lists in Excel of companies they want to target for the show. They have asked their Salesforce administrator to take this list of companies and find the related contacts that exist in Salesforce for these companies. You may have solved this in the past using vlookups to find the Salesforce Account Id based on a match on the name. Then you created a custom checkbox on the account that you updated so you can identify and filter for these accounts in a report and get the contacts. Super inefficient process that is not a scalable solution!
We have a recommendation to streamline the process for both the sales reps and administrators by using the Accounts as Campaign Members feature in Salesforce. This video will walk you through how to enable this feature, how your sales reps can add accounts to a campaign and then how you can create a report to pull the contacts related to the accounts the sales reps added to the campaign.
Link to How to Article from Blu Ninjas: https://bluninjas.com/how-tos/account...
CHAPTERS:
---------------------------------------------------
0:00 Intro
1:24 Accounts as Campaign Members setup
2:56 How to Add Accounts to Campaigns
6:20 Create a Custom Report Type
7:40 Create Report to Find Contacts for Accounts in Campaign
8:23 How to Use a Cross Filter
10:15 Review and Test Report Filters
10:50 Add Contacts to a New Campaign
13:10 Wrap-up
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: / fernandescheryl
Blu Ninjas on LinkedIn: / blu-ninjas
Blu Ninjas How To's: https://bluninjas.com/how-tos/
#salesforce #salesforceadmin #salesforceohana #salesforceflow #salesoperations #salesforcedeveloper