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Thank you so much! We needed to hear this!!

Thank you Jason! It makes me smile to hear you say that! ☺️

@user-ds2bh1fz6c This is a great question. You can update the Statuses for the Campaign Members in legacy campaigns but it is not that easy. Salesforce does not allow you to rename a Campaign Member Status record if it is assigned to a Campaign Member. You would need to create the new Campaign Member Status and then update the Campaign Members to have the new Status. Then delete the old Campaign Member Status record. You can import the new Campaign Member Status records using Data Loader which will be faster than adding it through the UI. Let me know if you have further questions on this.

You are very welcome!! 😄

@umeradil I think the issue is in this part: {!outputRecommendations} Add {!currentItem_filterumer} -> Instead of choosing the 'currentitem' variable, select the variable for the Record Collection from the Collection Filter. See minute 11:58 in the video and see one of the Record Collection Variables are chosen, not the Record (Single) Variable. Let me know if this is what the issue was.

@awesomekj5812 We are glad you found it helpful! Permissions sets are the best way to go if you have users on different profiles who need access to Forecasting. Thank you for sharing the tip!

@blzawii You can send emails to 5,000 recipients per day. Here is a link to the article on List Email Limitations: help.salesforce.com/s/articleView?id=sf.limitations_email_list_email.htm&type=5 If you have setup the appropriate DKIM keys, this will help to prevent Salesforce emails from going to spam folders. Here is a great article that explains reasons for Salesforce emails (any email, not just the ones sent via list emails) may be going to spam folders: mailtrap.io/blog/salesforce-email-going-to-spam/

Thank you @bryanlarson4189! Welcome to the Blu Tiger community!

Instead of updating a field on the Contact, you would need to update a record in a custom object. The custom object would be related to the Contact and there would be one record per audience. Then you could have multiple records per contact and could manage the opt outs separately.

Thank you! That is interesting feedback - I never thought about Opp being our 'Salesforce slang' for Opportunity but it is! I need to keep this in mind for sure, thanks for letting us know!

Thank you for the updates and info, we appreciate you!

We are using the Mailchimp for Salesforce app and we built flows that update these metrics from the Mailchimp Campaigns. This video shows how we did it: th-cam.com/video/owG9XEcW4Wc/w-d-xo.html

We would need to have more information to help you troubleshoot. Can you share a video or screenshot explaining what the specific issues are?

There is a way to create new leads in this new app! Go to the MailChimp Audiences tab - click on the audience - Field mappings - in the MailChimp to Salesforce settings update #2 to be "When no record match, create a Lead". Then make sure to update the mappings for the Lead object.

@@BluTigerAcademy Thanks It's Worked

Is it possible to share a screenshot of your flow or a loom video of what is happening?

Thank you for the kind words so glad you are finding our channel helpful! We have seen this as well. I believe the intent is to provide reporting on how often no recommendations are found in case this indicates the need for you to modify the criteria for showing the recommendations. Some people may find this helpful if they want a recommendation to show all of the time. Also I don't think it counts as a request in your consumption metrics on the company information page. Are you finding that it does?

@@BluTigerAcademy Hello! yeah definetely does. We have nearly the same result on total recommendations served and company information amount NBA used. We have opened a ticket already to see if it's intentional.

@@user-xd7oj4uk4y Very interesting. Let us know what you find out!

@@BluTigerAcademy It is intentional!, so its a bit sad ngl

You are welcome!

This only tracks campaigns, it does not track any SF calls/activities.

This is a custom field we created on the opportunity, you will need to create it manually. It is a lookup to the Contact object.

You are correct, changing the user credentials requires a reinstall. I still haven't heard back from MailChimp on the request for the link. I would open a support ticket with them to see if you can get it.

Do you have Account Engagement (fka Pardot) in your org? If yes, this explains how/why those models were automatically created. We are working on two other videos that will show you how to do a weighted distribution based on type and position.

@@BluTigerAcademy Yes, we have Account Engagement. Could you please provide any reference materials for creating custom models or weighted models? Alternatively, could you let us know when you might be able to upload the related video? Thank you!

Our first touch custom model videos are for orgs without Account Engagement. We will not be doing any videos on how to use custom models with Account Engagement. We do not have expert level knowledge in Account Engagement. It will be at least 2 months before we have the weighted distribution model videos ready.

Yeah, it's tough when products make changes like this. I understand it's inevitable but I don't understand why it has to be done with complete disregard for your customers. We are glad you found the videos helpful! Looking forward to making many more!

For List Emails, you can only track the opens if you have Sales Engagement or Account Engagement. Here is the link to the API documentation for the ListEmail object: developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_listemail.htm - go to the TotalOpens field and it says: "Users need the Sales Engagement User permission set or your org must use Account Engagement and users need the CRM User or Sales User permission set." Sales Engagement fka High Velocity Sales is a paid product for Enterprise editions, it has been added to Performance and Unlimited editions as a feature. Account Engagement fka as Pardot is a paid product for all Salesforce editions.

You are right! We do have a video coming out that shows you how to build all of the flows we use in these videos from scratch. We appreciate your feedback! 😃

Thank you for the tip! I was using Firefox. You are right Chrome is the best browser for Salesforce, I just prefer Firefox for a variety of reasons. I will use Chrome for future videos.

Happy to help, you are very welcome! 😀

We are so happy to hear that! 😁

Thank you so much for taking the time to detail out these steps for all of us! Awesome workaround!!!

Thank you so much for saying this!! We would love to save the whole world from tearing their hair out integrating Salesforce with other apps! Do you have any specific external apps you would like to see videos on?

Thank you so much! 🐾

Thank you for your kind words! You have a great question a lot of companies would love to answer. I am unaware of a way to limit the number of emails sent. You can audit the emails people are sending and then train them on why the email was not ok. We recommend creating email templates for people to use too. You will find they prefer using templates when it helps them be more efficient. In this video: th-cam.com/video/h6ggOCFqjMY/w-d-xo.htmlsi=Mu4x7xaIcPDnSPyy we show you how to create email footers that are automatically included in any email sent from Salesforce. This is good for your confidentiality notice. I would also recommend creating email templates with the current user's email signature populated in your company's proper format. You will have to use reports to understand who is sending emails and to how many people, how many times. If you find someone is sending too many you can take away their permissions. I wonder if there is some apex someone could write that could limit this. Would be interesting to look into.

Thank you so much for taking the time to tell us this - super helpful!! 😀

@thewave09 Great question! You are correct, you cannot edit the default Salesforce model. We have a video coming out soon on Campaign Influence models and how they work. We will show you how to setup custom models and control the percentages given to the Campaigns.

@webbbeard7036 You are very welcome! We currently do not have a way to accept donations, but we will be implementing something in the near future. We will let you know, we appreciate your interest and the offer!

@kazar54 You are very welcome, we are so happy you continue to find our videos helpful. While working on the list email and mass email video, we saw the need to do a video on email templates first. We should have the video out on how to use the mass email and list email functionality within the next week or so.

@stephenkeighery2035 We are so glad you like them! The solution we would recommend depends on which videos you have implemented. Have you implemented Part 3 - Sync MC Campaigns to SF Campaigns Using Flow and Part 6 - Sync Campaign Members from Mailchimp?

You are welcome!

Hi @MikkiSkinner-vq8eq, you are very welcome! If the email addresses that came into your query are already in MailChimp, it will not show any subscribers were added. Can you confirm if you already have those people in MailChimp?

@@BluTigerAcademy Very much appreciate your reply and willingness to troubleshoot! The email address are not currently in MailChimp.

@MikkiSkinner-vq8eq Does the Last Status = Success in the Member Queries tab for the query? Another question, in the preview screen what does the Subscriber Status show for the leads/contacts?

@@BluTigerAcademy Yes, the Last Status is reflecting Success in the Member Queries tab. In the preview screen, the Subscriber Status is showing "New". Interestingly, three new leads were created yesterday via our website that came into SF. Those three went through the query and have imported into Mailchimp successfully! So now, just trying to figure out how to migrate the ones created prior to setting up the query. Again, you all are so amazing for helping and troubleshooting! Much appreciated!

@@MikkiSkinner-vq8eqThat you for the explanation!! You need to run a mass update to the existing records to trigger the last modified date to be today's date. You can run an export via data loader with just the ID in the file. Then run an update with only the Id in the file to trigger the Last Modified Date to change. This should then make the query pick up the existing records. I think we have a video on how to do this somewhere, let me know if you need me to dig that up for you.

You are welcome! If you want to report on the campaign stats in Salesforce, then you would need to keep at least one record per campaign. If you get all of this reporting from MailChimp then there is no reason to keep them.

@@BluTigerAcademy Do you know where I can get a data model diagram that explains what each object does with the fields available?

@yudysm Great question! I am working on documentation for this, I will post the link here when it is ready. I should have this done by the end of the week.

@yudysm Let me know if this is what you were looking for: bluninjas.com/how-tos/mailchimp-to-salesforce-object-definitions/

@@BluTigerAcademy yes, this is great. It will be super helpful for me. Thank you so much!!!

@kazar54 You are welcome, as you can tell this video was based on questions from you! I will add those items to the list for a future video. Thank you for the ideas!

@@BluTigerAcademy Thanks Cheryl, great timing with the release 👍

Thank you, we are so glad you found it helpful!!

You are very welcome!

@SC-bw6sc Thank you for the compliment and letting us know there is an issue with the volume. I spot checked the video and I was able to hear everything just fine, but maybe the music is too loud in some parts and its too hard to hear the instructions? Is this the issue? We appreciate you reaching out.

@@BluTigerAcademy Audio is literally perfect!

@@Blas_MarThank you for confirming this for us!

I think you would have to make sure the percentages add up to 100%. We have not implemented a solution like this using campaign influence yet. What did you build to apply the percentages to each activity?

Thank you! Regular screen flows cannot be used to collect recommendations to show to a user. You have to use the flow type = Recommendation Strategy to query, create or gather the recommendations. These types of flows have a variable called output recommendations. Let me know if this answers your question, I am not sure if I followed exactly what you are asking.

@@BluTigerAcademy Sorry and correct me if I am mistaken. I meant that pretty much all what has been shown regarding NBA and reccomentation can be replicate it by a regular screen flow with a lot of logic behind right? Im not including the einstein dynamics recomentation part here. I mean that at the end you can create a screen flow that analyse the record your are in and who is triggered to who that recomendation in specific.

I think I am following you now, let me know, I think, your question is why go through the trouble of setting up Einstein NBA if you can achieve the same things with logic and screen flows. It's a great point. We decided to use it with our customers because it was a nice UI where we could easily control which actions showed to the user, report on their engagement and limit the number of times it shows easily. We were using dynamic actions to show/hide buttons and they were not an obvious step of the workflow for the user because there were other buttons like 'edit', 'clone', etc. We also really liked how much data you can report on around user engagement, which we would have to custom build with a screen flow. If we go the screen flow route and put it on the lightning record page - we would have to figure out how to allow the user to have 4 button choices (that are dynamically shown) and then route the user to the appropriate subflow. It's all possible! I think Einstein NBA gives you a straight forward way to do it without custom code and with some cool features along the way. Let us know what you think.

That's exactly what I wanted to read. Thank you very much for your answer and videos.

I am so sorry for the delay in responding, for some reason this comment is not coming into my not responded list. I love your idea! We can easily add in a point system. We already have the Attempt # field on the Quiz Taker record. We just need to add a way to specify the # of points a quiz taker can earn on the Quiz Module. I will add this to the enhancement list and let you know when we implement it.

@@BluTigerAcademy We will be very attentive to its improvements and again, congratulations, it is an excellent application. Again, congratulations on all your videos, we love how well you explain everything. Thank you so much

@@fundacionfassThank you so much for this amazing feedback! It is so rewarding to hear this!😊