Table of Contents
What are the things to know about Salesforce campaigns?
20 Things You Should Know About Salesforce Campaigns. 1 1. Standard Object, Many Use Cases. 2 2. ‘Active’ Checkbox. 3 3. Campaign Custom Fields – Recommendations. 4 4. Campaign Hierarchies – Parent vs. Child Campaigns. 5 5. Campaign Hierarchy Reporting – ‘In Hierarchy’ Fields. More items
How to use Salesforce campaigns to drive new leads?
Here are four examples of how you can use Salesforce Campaigns to drive new leads and sales opportunities. Gated web content. Webinars and events. One-off promotional emails. Ongoing nurture emails. Let’s explain how each works.
What is a campaign member in Salesforce?
A Campaign Member is the function that describes the relationship between an individual Lead or Contact and a specific salesforce campaign. It’s the object and page layout in salesforce where the ‘Status’ values that we used in our email and event examples are held.
When to use date and time in Salesforce apex?
Always be sure to use the Date and Time types in Apex and the Date and Time fields on sObjects if you only need to store a date or a time. Another case where you would want to use separate Date and Time objects or fields is when representing an event that takes place at a certain local time in more than one place.
How does Salesforce calculate date difference?
To find the difference between two Date values as a number, subtract one from the other like so: date_1 — date_2 to return the difference in days.
How do you find the comparison of a date?
For comparing the two dates, we have used the compareTo() method. If both dates are equal it prints Both dates are equal. If date1 is greater than date2, it prints Date 1 comes after Date 2. If date1 is smaller than date2, it prints Date 1 comes after Date 2.
How do I compare two datetime fields in Salesforce?
If you want to compare Date-Times as Dates, just use prevStartDat. Date() and currStartDate. Date() to convert them to Date values.
How are dates formatted in Salesforce?
Date and Time Stored in Salesforce Salesforce uses the ISO8601 format YYYY-MM-DDThh:mm:ss.SZ for date/time fields, which stores date/time in UTC. Assuming a user is in the en-US locale and Pacific time zone, here are two examples for a date field with the value 1965-04-09 .
How do you compare a timestamp?
When comparing two TIMESTAMP WITH TIME ZONE values, the comparison is made using the UTC representations of the values. Two TIMESTAMP WITH TIME ZONE values are considered equal if they represent the same instance in UTC, regardless of the time zone offsets that are stored in the values. For example, ‘1999-04-15-08.00.
How do I compare ISO dates?
To compare two dates, you can use either toString() or valueOf() . The toString() method converts the date into an ISO date string, and the valueOf() method converts the date into milliseconds since the epoch.
How does apex compare time?
Take an instance of date time Having same date as in your field and take time as 00.00.00 , you can do this. … After this take your dateTime fields real value. … Then substract them, get the values in hours, you’ll have that days time in numeric, then you can copare , where it si in between your timing or not.
How do I extract date from datetime in Salesforce?
Use the DATEVALUE( date/time ) function to return the Date value of a Date/Time. For example, to get the year from a Date/Time, use YEAR( DATEVALUE( date/time ) ) ) . You can convert a Date value to a Date/Time using the DATETIMEVALUE( date ) function.
How do I pass a date in Salesforce?
Salesforce: Passing DatesYYYY-MM-DD.YYYY-MM-DD hh:mm:ss.YYYY-MM-DDThh:mm:ssZ.YYYY-MM-DDThh:mm:ss. sssZ.
How does Salesforce store dates?
We know the datetime is converted to UTC format and stored in salesforce backend. Is this same to date field as well ie: date is converted to UTC and stored or it is stored as it is. Any help highly appreciated. Dates are stored as UTC values in GMT time zome.
Can we change the date format in Salesforce?
Date formatting is a function of the “Locale” field on the user record. You can set an org-wide default in Company Information but each user can change their own as desired. If you use a English (Canada) or English (United Kingdom) it should display the date format to what you’re looking for.
Is there a way to change the date format in Salesforce?
Change the Date format in ClassicLogin to your Salesforce Org.In the right upper corner, select the drop down arrow next to your Name.Select “My Settings.”Under My Settings select “Personal.”Select “Advance User Details.”Click “Edit.”Select your preferred locale from the drop down list values.Save.
What is Salesforce campaign?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
How to create a campaign in Salesforce?
To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.
What is a campaign member in Salesforce?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time and is critical for building useful marketing reports and dashboards in Salesforce.
What does setting the right member status value mean in Salesforce?
Setting the right Member status values for each Salesforce Campaign means we can run reports that compare the effectiveness of our marketing activities.
Why do companies send one off emails?
Many companies send ‘one-off’ emails to their customers and prospects to drive short-term inquiries and sales.
Can you link a Salesforce form to a Salesforce campaign?
If you don’t have a marketing tool, you can use a simple web-to-lead instead. However, in either case, link the form to a Salesforce Campaign. That way, not only do you capture the person as a Lead, but you also connect the Lead and any subsequent Opportunity to the Campaign.
Which column shows which status values count as Responded?
The right-hand column shows which status values count as Responded.
What is a Salesforce campaign?
Simply put, Salesforce Campaigns are a standard Salesforce object, that is included for every Salesforce customer. Campaigns are typically used by the Marketing Team, however, Sales Development Teams (BDRs/SDRs/lead generation agencies) can also leverage Campaigns.
How to create a calendar in Salesforce?
By navigating to the ‘Calendar’ tab, you can create a calendar using any object in Salesforce. Set the date fields you want to be reflected on the calendar ( typically ‘start date’ and ‘end date’), then filter by any list view you have set up (eg. My Active Campaigns, All Manufacturing Campaigns etc.).
What is the active checkbox in Salesforce?
The ‘Active’ checkbox field on Salesforce Campaigns comes out-of-the-box with Salesforce. Many marketers take its existence for granted, as we get more efficient at setting campaigns up, almost on auto-pilot. It may not seem to have much use to you, because after all, the ‘Status’ field tells you whether a Campaign is Planned, In Progress, Completed, or Aborted.
Why is the Campaign Hierarchy view important in Salesforce?
This view allows you to visually see how multiple child campaigns are related to parent campaigns, with collapsible sections that aid navigating (what frequently become) monster hierarchies.
Why do we need campaign approval?
Campaign Approval Processes are a popular request because, after all, running Campaigns can be a huge cost to your company. You want to make sure you’re getting as high an ROI as possible for every campaign you run, which means monitoring costs to control budget spend. Another great example is content approval, to ensure you have a consistent brand voice across all collateral. Both of these examples need a second, third opinion in the business in order to progress the campaign planning to the next stage.
How do campaign hierarchy trees grow?
You could think of Campaign Hierarchies as a tree; the roots grow into branches, that split off into many leaves.
Why is chatter important in Salesforce?
Chatter is especially helpful for Campaigns, taking a lot of the back-and-forth involved in organising campaigns out of email chains and into Salesforce, for visibility across the whole team, and an accurate ‘paper trail’.
What is createddate field?
Some fields, such as CreatedDate, are Date/Time fields, meaning they not only store a date value, but also a time value (stored in GMT but displayed in the users’ time zone). Date, Date/Time, and Time fields are formatted in the user’s locale when viewed in reports and record detail pages.
What is the function to show the current day?
This function is useful for formulas where you are concerned with how many days have passed since a previous date, the date of a certain number of days in the future, or if you just want to display the current date.
What is the timenow function?
The TIMENOW () function returns a value in GMT representing the current time without the date. Use this function instead of the NOW () function if you want the current hour, minute, seconds, or milliseconds. This value is useful for tracking time like work shifts or elapsed time,
Why is subtracting a date from another date not a problem?
Subtracting a standard Date/Time field from another isn’t a problem because both fields are in the same time zone. When one of the values in the calculation is a conversion from a Text or Date value to a Date/Time value, however, the results are different.
Why are date formulas useful?
Date formulas are useful for managing payment deadlines, contract ages, or any other features of your organization that are time or date dependent.
What data type is used to track time?
Two data types are used for working with dates: Date and Date/Time. One data type, Time, is independent of the date for tracking time such as business hours. Most values that are used when working with dates are of the Date data type, which store the year, month, and day. Some fields, such as CreatedDate, are Date/Time fields, …
How to get date value from date?
Use the DATEVALUE ( date/time ) function to return the Date value of a Date/Time. For example, to get the year from a Date/Time, use YEAR ( DATEVALUE ( date/time ) ) ).
When to use separate date and time fields?
Another case where you would want to use separate Date and Time objects or fields is when representing an event that takes place at a certain local time in more than one place. For example, if you want to store a deadline to submit documentation on February 1, 2019 at 5:00 PM no matter where you are (your team in New York submits at 5:00 PM Eastern Time and you team in Los Angeles submits at 5:00 PM Pacific Time), you would want to use separate date and time fields.
Why does Apex use GMT?
Similar to how it doesn’t matter when we stored our distance as millimeters when we wanted to work with meters, it doesn’t matter that we store our DateTime as GMT, because all we want is to store a specific moment in time. It’s actually better that we use a consistent model to store our DateTime records.
When did DST start in 2007?
But in 2005, the US announces that DST in 2007 would begin on March 11 instead of April 1. Suddenly, March 20, 2008 03:00 PM GMT, which is the GMT date you have saved, doesn’t translate to March 20, 2008 09:00 AM in America/Chicago anymore.
Why use offset time zone?
Using an offset-based time zone for display makes sense because it removes the ambiguity associated with region-based time zones. November 3, 2019 at 01:30 AM appears twice in America/Los_Angeles but when displaying the two instances, adding PST or PDT can resolve that ambiguity.
Can Salesforce intercept missiles?
While Salesforce developers like you and me are unlikely to be faced with intercepting missiles or keeping track of spacecraft, we are likely to face angry users if we don’t handle dates and times properly. In this article, we’re going to list principles and practices when dealing with Dates, Times and DateTimes in Apex.
Does Apex support time zones?
The official documentation says that Apex supports all time zones returned by TimeZone.getAvailableIDs method in Java. Where does Java get this list from? Currently, Java gets this from the tz database which is an ICANN-backed collabarative effort to maintain a list of all time zones. Since governments can redefine time zones any time, the database is constantly updated.
Can Salesforce save datetimes in GMT?
A good solution to deal with situations like these would be to persist future DateTimes representing a particular local time in the local time zone, but unfortunately Salesforce only allows us to save DateTimes in GMT. We could talk about saving a local DateTime as a Date, Time and a String Timezone field, but the added complication and the lack of ability in Apex to directly construct a DateTime from data in any given timezone (I intend to write a blog on how to do this later), it might not be worth it.
How long does Salesforce evaluate pending actions?
All pending actions are evaluated only for as long as the rule criteria is true. While Salesforce evaluates the rule every time the record is updated, it does not trigger all the actions associated with the rule every time.
When is the time dependent action scheduled?
If a record matching the criteria is created on July 1st and the Close Date is set to July 30th, the time-dependent action is scheduled for July 23rd. However, if the Opportunity is set to “Closed Won” or “Closed Lost” before July 23rd, the time-dependent action is automatically removed from the queue.
What happens if you update a record that matches both rules?
If you create a record that matches both rules, Salesforce executes the immediate actions and queues the time-dependent actions of both rules. If you then update the record and it no longer meets the rule criteria, Salesforce removes the pending actions for both rules. If you then update the record so it meets the rule criteria again, Salesforce only executes the actions associated with Rule 2.
What happens when you create an Opportunity Reminder Rule?
Example: When you create an Opportunity reminder rule, it doesn’t run against existing Opportunities. The new rule only applies to records created or updated after the rule is activated.
Can you configure a time dependent workflow action?
Yes, it’s not possible to configure a time -dependent workflow action that’s set to evaluate criteria “Every time a record is created or edited.”
Can you define rules that trigger time-based workflow actions off any Date or Date Time field on an object?
You can define rules that trigger time-based workflow actions off any Date or Date Time field on an object.
Does Salesforce recalculate time triggers?
Salesforce recalculates the time trigger as long as the time trigger has not yet fired and the recalculation does not reschedule the time trigger to a date in the past .
Why is Salesforce a unified platform?
It’s especially hard if companies have disparate systems where customer data is siloed. Some Salesforce competitors that offer point solutions or don’t have a comprehensive platform are unable to provide access to trusted, shared data across teams. That means teams can’t work together in real time to deliver a top-notch, connected customer experience.
What is Salesforce 360?
Salesforce’s unified platform offers a 360-degree view of the customer. By connecting and centralizing all of your customer data you enable employees to escape their silos and meaningfully engage with customers across every department.
How many members does Salesforce Trailblazer have?
At Salesforce, we see our customers as our greatest strength, and our Trailblazer Community brings them together. Over 2.3 million members strong, the Salesforce Trailblazer Community of CRM users drives innovation and change in members’ businesses and within the Salesforce ecosystem itself. Get advice and expertise from people, partners, and developers driven to blaze a trail for their customers.
What is Salesforce solution?
Salesforce solutions span sales, service, marketing, and more, so Salesforce customers are often able to reduce their stack overall, and save money in the process. Whether you’re a solo entrepreneur starting out or at a large enterprise in a highly regulated industry, you’ll find a Salesforce solution to fit your needs.
What industries does Salesforce work with?
Salesforce works with a range of industries, including financial services, healthcare, life sciences, communications, retail, media, government, manufacturing, automotive, higher education, and nonprofit. Several major CRM competitors target some of the same industries.
Which is the market leader when it comes to customer satisfaction for growth among potential CRM buyers?
Salesforce is the market leader when it comes to customer satisfaction for growth among potential CRM buyers.
Why is customization important in CRM?
When choosing a CRM, it is important to make sure it can fit your unique business case. Some marketing-only and service-focused solutions lack advanced customizations necessary to run and optimize data-driven campaigns and provide a seamless experience for your customers. Many of these solutions also have rigid user interfaces that limit customization to certain areas, like the sidebar.
2. What does Salesforce do?
Bet Astro wishes they had a nickel for every time this question came up. The company has evolved and grown so much since it was founded in 1999 — and as its size and scope have increased, so has the complexity of this answer.
3. How much information does Salesforce process in 24 hours?
Salesforce brings companies and customers together. In other words, it powers trillions of business-to-business (B2B) and business-to-consumer (B2C) interactions.
5. Where does Salesforce operate around the world?
Salesforce operates in 84 cities, with 110 offices around the world. There are eight Salesforce Towers currently (in Atlanta, Dublin, Indianapolis, London, New York, Paris, San Francisco, and Tokyo) with another two in development (Salesforce Tower Sydney and Salesforce Tower Chicago).
6. How tall is the Salesforce tower in San Francisco?
1,070 feet. Opened in 2018, the Salesforce Tower in San Francisco is 61 stories and 1.4 million square feet of office space.
7. How diverse is Salesforce?
Last year, Salesforce set a goal to have 50% of its U.S. employees from underrepresented groups (Women, Black, Latinx, Indigenous, Multiracial, LGBTQ+ employees, People with Disabilities, and Veterans)by 2023.
8. How much has Salesforce spent to ensure equality in employee salaries?
Salesforce has spent $16 million to date to ensure equal pay for equal work among its global workforce. In 2015, the company committed to investigating and addressing any gender pay gaps.
9. How is Salesforce a sustainable company?
In 2021, Salesforce achieved net zero across its full value chain and reached 100% renewable energy. This means Salesforce has purchased enough renewable energy to match all electricity it uses globally.
Standard Object, Many Use Cases
‘Active’ Checkbox
Campaign Custom Fields
Campaign Hierarchies
Campaign ‘In Hierarchy’ Fields
Customize Your Campaign Hierarchy View
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We’ve seen that hierarchies are essential to using Salesforce Campaigns effectively – navigating from one campaign in the hierarchy to another can become frustrating if you don’t know these tips. 1. You can view the whole campaign hierarchy by clicking on the icon beside the campaign name on the Campaign record. 2. The collapsable sections help nav…