What is Campaign Member in Salesforce? | How to add Leads and Contacts in Campaign object's record?
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- Опубликовано: 9 фев 2025
- In this video, Shrey has explained Campaign Members in-depth.
He also covered the following things in this video:
1. What is the significance of Campaign members in Salesforce?
2. What is the architecture of the Campaign Member object?
3. How to add leads and contacts in a campaign?
4. What kind of relationship do Leads and Contacts have with Campaign?
Hope you enjoy and get educated by these videos.
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his RUclips channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinker who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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#salesforechulk
thanks for the video, its confusing because you mentioned contacts and leads are mutually exclusive you can either have one or the other in campaigns however in your demo you were able to add both objects within campaigns.
I think what he is trying to explain is that a single record of Campaign Members object can be either related to a Lead or a Contact. You can add multiple leads and contacts as Campaign Members but a record can't be related to a Lead and a Contact at a same time. Please check the video from 08:23 to 08:40 I hope this makes sense.
thank you for the explanations! Very clear and precise :)
Glad you enjoyed it!
Awesome man 👍
Thanks ✌
Thank you for this video Shrey ! You're my favorite Avenger in Salesforce industry✌️
Bro ! You are simply awesome. I am from Sri Lanka. May God Bless you with all the good work you have been doing. Your explanations are amazing. Keep it up.
Hi Shrey, thank you for all of your videos - they are really helpful and very well explained! Keep up the good work.
A good teacher is like a candle it consumes itself to light the way for others. This is for you Salesforce Hulk. Very nice video.
Thank you so much, Ankit, for all the appreciation. It really motivates me to do more. :)
Hi shrey. Thanks for your valuable vedios. I have a concern, I want to clearly know about records and Dashboards. Am not able to find out that vedio. Can you plz guide me or creat a vedio for that topic???
Thank you for this video. My question is when you have a list of people who responded to say "I am coming", then you need to update your campaign member status to "registered" for example, how do you do that at mass, and not 1 by 1 like in your video? Have you tried data loader with campaign
Hi, i have question. But when you add contact that time related Accounts also added in that campaign members list, so how can we change that pie chart,can we used any filter for that chart
That pie chart is the standard functionality of Salesforce we cannot customize it.
how to notify campaign members on
adding in campaign..?
hi can it possible by apex
Hello Shrey bro, How can I have campaigns on navigation bar of salesforce ? currently it does not show up.I have search under global search.
You had said in video that campaign member cannot be added to both lead and contact at same time they are mutually exclusive but you added both contact and lead to same campaign member. can you clarify this?
But a campaign member is having either a contact or lead not both right! Thats what he said.
Very nice nice video as always Shrey, just to add 2 cents from my side, it's worth mentioning that campaign members statuses most probably would need to be updated, however this is not done as we are used via setting up a picklist, in this particular case we need to create (in case it is required) a new set of campaign members statuses for each campaign, each time we create a new one..
100% AGREE
Awesome explanation 👍
Really good topic to learn. Keep posting
Thanks :)
could we have a video explaining about campaign hierarchies
hwo to send campaign to my members ?
You are Awesome bro.
Bcz of your videos I'm understanding sales force easily
Thanks a lot
God bles u.:)
And also pls Do some videos for sales force development
Bz I'm poor in Development
If you do,then I may get good knowledge on development also as Admin (From ur Side)
HI Shrey, Thanks for the information. Could you please tell me how does auto association work under campaign influence?
In Campain ,How can i send a mail to specified location Leads or Contacts?
great mentoring!!
Hi Shrey, I was looking for a place to store my lead vendors, where i can store there details and relate them to leads that are coming through them, which standard object is my best bet, if not should i go for custom object ?
Thanks in advance
Do you take online training classes,,, if yes what is the fees ,how to contact
U Said when we select leads we can't select contacts but here u selected both,,,, confusion
How to import bulk Campaigns in Salesforce
You have added both contacts and lead for a single campaign. Earlier you said we can only add one, either contact or lead.
As always 👌🏻👌🏻😍😍
where is the board??
Can I get answer for how many times a single subscriber/person is contacted via email or how many times a email is sent to a person?
How to get report of this
What, you said , compaign member can not have both lead and contact at the same time and then you proved it wrong . at least edit your video.
Super
Hey Shrey.....1 advise for u....not a advise ....it's a request......can u please start online training...that would be great if u start online training..... what I say on this????
I am actually starting online training on Salesforce Development by the end of this year. Already working on it, will make it live once it gets completed.