How to Setup a Campaign in Salesforce Lightning

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  • เผยแพร่เมื่อ 19 ม.ค. 2025

ความคิดเห็น • 9

  • @keithrichmond5045
    @keithrichmond5045 5 ปีที่แล้ว +2

    Can you use the campaign object if you don't use the lead object?

  • @whatmadderstomaddie8552
    @whatmadderstomaddie8552 2 ปีที่แล้ว

    Hello, I don't see opportunities under related lists , How can I get that added?

    • @zenechon
      @zenechon 2 ปีที่แล้ว

      first make sure you have given the user the permission set required to view and edit customizable campaign influence. This is done via users, then permission sets. The permission sets SF requires a user to have are Sales or Service or CRM User licence. From the selected user profile set up, click on the permission set assignment (top left) and add those profiles in. Once you have done that, change the page layout in the opportunity object (via the enhanced page layout editor, not the lightening one), and you should be able to see campaign influence under related list. Drag it to the related list section and save it. Read more here (page 10 explains this also: resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/campaign_influence_implementation_guide.pdf). I hope that helps.

  • @peterlee2020
    @peterlee2020 4 ปีที่แล้ว

    That's a lot of work.

  • @junoxiTv
    @junoxiTv 5 ปีที่แล้ว +1

    Ur system is good but not user friendly

  • @StellasFoodSchool
    @StellasFoodSchool 2 ปีที่แล้ว

    You tied it to the wrong campaign.

  • @junoxiTv
    @junoxiTv 5 ปีที่แล้ว +1

    Tedious

  • @michaelmlubao4259
    @michaelmlubao4259 4 ปีที่แล้ว +1

    Has nothing to do with sending email or communication to target. Waste of time