Learning Salesforce With Pranav

For Email Marketing you have to add Salesforce Contacts directly into the MailChimp. So follow the steps to configure MailChimp for Salesforce and get the contacts into MailChimp Campaign list directly from Salesforce: Signup for MailChimp by going on https://login.mailchimp.com/signup/ Login to your MailChimp account Click on “Lists” option Now click on “Create List” button for adding new list The section below the button expands that again displays the “Create List” button. Again click on “Create List” Fill the required/necessary fields Click on “Save” button Your new list has been created Now add contacts in the list by Clicking “Add Contacts–>Import Contacts” Select the option “Integrate Service” Click on “Salesforce” logo and then click on “Next” button Now you have to authorize your Salesforce org for integration with MailChimp Login with your Salesforce Production/developer account credentials After login you have the options to select...

Campaigns with Influenced Opportunities The Campaigns with Influenced Opportunities report doesn’t seem to be working in the Salesforce Lightning Experience,  So here’s the solution for this. What about creating a new report and create a custom link for Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “” AND Primary Campaign Source: Campaign Name equals “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land. Special Instruction :  For this custom report  you have to create a custom report type that follows the below sequence Opportunity –> ContactRole –> CampaignHistory –> CampaignMember  Follow the below steps to create a custom link (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions (Enhanced S...