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What is features of “Manage Members” in campaign records in Salesforce?
What is features of “Manage Members” in campaign records in Salesforce?
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2 Replies
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Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page; you can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages.
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Campaigns & Leads
To manage the Campaign Members, I click from main Campaign page and get filters + list of members. Currently, the columns are set to Salesforce default. I can ‘Edit Columns’, but each time I leave this page, or even update it with an action, it reverts to Salesforce default, losing my Edit.
Why can’t the page set-up be adjustable, so that whenever I ‘Edit’ this page, it sticks? It seems all your other reports do this, so why not Campaigns? The benefits would be:
– more use of the Manage Members page for actual management of the Members
– better relevance to my needs, not those of Salesforce
– flexibility to sort columns, add fields, etc. as required.
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