-
What is features of “Manage Members” in campaign records in Salesforce?
What is features of “Manage Members” in campaign records in Salesforce?
-
2 Replies
-
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.
- [adinserter block='9']
-
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.
Log In to reply.
Popular Salesforce Blogs
Why Ongoing Salesforce Support Services And Maintenance Are Vital?
Salesforce implementation is a wonderful asset to your organization. However, in the absence of ongoing Salesforce support services and maintenance, Salesforce could become an inexpensive…
Salesforce AI + Data : Transforming Business
In today’s hyper-connected digital landscape, the fusion of AI and data is driving the next wave of business transformation. Salesforce, the world’s leading CRM platform,…
Salesforce's Four AI Success Pillars
Salesforce Key to Enterprise AI Success: A Revolution for Companies Few pairings in the commercial technology space are as potent as Salesforce and AI. Salesforce,…
Popular Salesforce Videos
How to Use the Lightning Knowledge Migration Tool | Salesforce Tutorial
Use the Lightning Knowledge Migration Tool to move your Classic knowledge base into Lightning Knowledge. The Lightning Knowledge Migration Tool works differently depending on whether…
Success Story of Vinay Shelke | From a Delivery Boy to Salesforce Consultant
Watch this video to get inspired by Vinay Shelke. Learn about his success story and about his journey of becoming a Salesforce Consultant from a…
Introduction to Salesforce CTA Exam
The average salary for a Technical Architect is $118,324 per year in the United States. Do you also want to become Technical Exam by cracking…
