Mastering Salesforce Campaigns: Best Practices for Setup, Record Types, Statuses & Hierarchy

Link to Campaign Member Status Walloper Video: • Automate Creation of C...
Are you struggling with tracking your sales and marketing efforts effectively through Salesforce Campaigns? Look no further! In this comprehensive video guide, we use a real world example to illustrate how you can setup Campaigns in Salesforce to track a variety of initiatives.
We will review the following best practices:
- Naming Convention: Discover why a well-thought-out naming convention is your first step towards campaign clarity. Learn how to create names that make campaigns instantly recognizable.
- Record Types & Page Layouts: Learn how to setup the basic four record types and page layouts: Email, Trade Show, Sales and Parent
- Campaign Member Statuses Made Perfect: Learn how to make sure your campaign member statuses are standardized for each Campaign Record Type and Type.
- Campaign Hierarchy Unveiled: Gain insights on how to structure your campaign hierarchies using Parent Campaigns.
- Lightning Record Page: Configure Page and add a report chart showing Campaign Members by Status
Salesforce Resources:
help.salesforce.com/s/article...
help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:42 Extend Campaign Object to Track Trade Show Activities
1:30 Create Campaign Page Layouts
5:00 Create Campaign Record Types
7:15 Update Type Values for Record Types
9:45 Setup Standardized Campaign Member Statuses
13:02 Create Campaign Records for InsureTech Connect
19:20 View Campaign Hierarchy & Update Columns
20:19 Campaign Lightning Record Page Configuration
22:48 Create Report Chart on Lightning Record Page
26:14 Wrap Up
Music:
Song: Evening Mood
By: Sum Wave on Epidemic Sound
Song: Milkyway
By: Sum Wave on Epidemic Sound
Song: Leaving Lunar
By: Sum Wave on Epidemic Sound
Song: Curated Light
By: Sum Wave on Epidemic Sound
Song: Beach Memories
By: Sum Wave on Epidemic Sound
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: bluninjas.com/how-tos/
#salesforce #marketing #marketingoperations #salesforceadmin #salesforceflow #marketingautomation #BluTigerAcademy #datamanagement #campaignstrategy #marketingtips

[@user-tz9qh8rk3v]

Thank you for sharing this video; it offered valuable insights.

[@BluTigerAcademy]

You are very welcome! 😀

[@isabelaramos-lj8zz]

You guys saved my life!

[@BluTigerAcademy]

We are so happy to hear that! 😁

[@emilysands5578]

How were you able to get those specific email metrics?

[@BluTigerAcademy]

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: ua-cam.com/video/owG9XEcW4Wc/v-deo.html

[@denniskraakman5938]

Is it possible to create a list view for all your campaigns that shows them in the same hierarchy view like on 20:05 , but then for all campaigns instead of a single campaign? When I view my All Campaigns list view, I want to see the hiearchy for all campaigns directly and not having to click on an individual campaign first to see the hierarchy. Hope my question is clear. Thanks!

[@BluTigerAcademy]

@denniskraakman5938 Unfortunately, the hierarchy view is not possible in a list view. A workaround is to add the Parent Campaign field to the list view and then sort by this field. The one con here is the Parent Campaign would not sort with the children. In order to get around this, you would need to create a formula field that shows the Parent Campaign if that field has a value and if not it would show the Campaign name. Let me know if you need the syntax for the formula field. You could also use a report to show the hierarchy. You would run into the same grouping issue though but you could create a row level formula in the report that acts like the formula field for the list view workaround. I can provide that formula if you want it too. Let me know.