-
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.
-
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
5 + 1 Reasons Why You Need Salesforce CPQ Software for Your Business
Some businesses don't use CPQ software yet. Maybe they just don't need it, or maybe they don't have time and money for it, because most of…
Salesforce Lightning Web Components Developer Guide: Chapter 1
We are starting the Lightning Web Components developer guide, a series of articles dedicated to LWC (Lightning Web Components). We will understand the structure and…
Salesforce DX Setup – Everything You need to Know
Salesforce DX Setup – Since inception, one of Salesforce’s core philosophies and the Big Idea has been to make building easy. The software should not…
Popular Salesforce Videos
How to Get Your Data In and Get Insights Out | Salesforce Essentials
Organize all your data with Salesforce Essentials. With a quick and easy import, you’ll be able to manage your business and watch it grow. Essentials…
Custom Settings and Custom Metadata Explained | 3-Minute | Salesforce Tutorial
In this video, Alex walks you through Custom Settings and Custom Metadata types in Salesforce and the difference between them. Discover how ENWAY can assist…
Highlights of the Salesforce Winter '22 Release for Nonprofits
The video includes both Winter ‘22 Salesforce Platform updates and Nonprofit Cloud tools. Chapters: 0:00 General Salesforce.com Platform Updates 8:13 Salesforce.com Release for Fundraising and…