When using the Salesforce 1 application and open up the specific campaign that represents our annual conference, then navigate to the related list and click on campaign members I was expecting to see a list of all members. Instead I get a single column that lists each of the members, but is only showing the 'Member Status' for that individual campaign member.
When I select a row, I get into the campaign member, but do not have the ability to update the member status from within the application.
- Is there a way to configue SF1 to allow me to edit the member status for those that are on a campaign?
- Is there a way to configure SF1 to allow me to see the member names instead of the member status?
As for your other issue, there is this idea you can vote on...https://success.salesforce.com/ideaView?id=08730000000l0L6AAI
Here is a work around to ADD a member but still not edit, but again odd that it's not standard functionality: https://kksfblog.wordpress.com/2015/09/22/how-to-add-campaign-members-using-salesforce1-app-without-coding/
Where Current season and last season are formula fields and Res Pop % Growth is a Report Formula. per the recommendation of this article: https://help.salesforce.com/HTViewSolution?id=000004792. But I'm not getting the sortting and/ore the formulas right, somehow, and am not getting the results I want.
What I want is for Res pop % growth to calculate a year over year % growth, I need to find a way to get the "Current Season" and the "Last Season" - or maybe even only the "last season"? - formulas to calculate accurately for every year - not just the current year and last year.
And I am suffering a complete lack of inspiration as to how to make it do that.
I think is it mainly through access to the Live Agent Supervisor tab - either you have access to the Tab, or you don't.
You can assign tab visibility through Profiles, or an alternative way is through Permission Sets.
This should lead you in the right direction - https://help.salesforce.com/HTViewHelpDoc?id=live_agent_supervisor_panel_tab_visibility.htm&language=en_US
Is it possible to report on Closed Won opportunities' history and see how long an opportunity was in each stage?
Is this possible? Essenitally, I would like to be able to report on how long certain opportunities were in certain stages and work with sales reps to help identify if/where there is room for imrpovement.
Ideally, we would also want to be able to use this for open opportunities, as well, so that we can see if anything is stuck and help push it through.
I have two columns in my object. there are five checkboxes in the left column that when checked, each one will add a value of .5 to the baseline of 2.5 (i.e. two checkboxes would add 1 point to 2.5 giving me 3.5). The right column contains 5 check boxes that when checked would subtract .5 from the baseline 2.5.
Screenshot example of the two columns is below:
The field for Qualitative Measures Score is my custom formula field i am editing.
Basically if all five checkboxes on the right are checked and none on the left, the total Qualitative Measures Score would equal 5.
There can be a mixture of checkboxes from both columns.
Thank you to anyone who can help me create this formula.
Try this -
2.5 +( ( IF(Left_Checkbox_1__c, 1, 0) + IF(Left_Checkbox_2__c, 1, 0) + IF(Left_Checkbox_3__c, 1, 0) + IF(Left_Checkbox_4__c, 1, 0) + IF(Left_Checkbox_5__c, 1, 0) ) * 0.5 ) -( ( IF(Right_Checkbox_1__c, 1, 0) + IF(Right_Checkbox_2__c, 1, 0) + IF(Right_Checkbox_3__c, 1, 0) + IF(Right_Checkbox_4__c, 1, 0) + IF(Right_Checkbox_5__c, 1, 0) ) * 0.5 )
What Are Some Best Practices When Dealing With Campaign Hierarchies in Which Campaign Members are Being Created Daily?
Let's say that one concert series has four dates where it will be performed (child campaigns). Each of those child Campaigns (which is based on date performed rather than the parent which aggregates all of them together in the hierarchy) has a certain amount of attendees/Opportunities that need to be tracked individually. At the same time, one Contact is likely to be a Campaign Member of multiple Campaigns (ie Brendan Conroy saw Concert A on 1/1/15, Concert B on 3/25/15, and Concert C 4/01/15 and 4/02/15 so four Campaign Members for that Contact). I'm trying to figure out the best way for him to be able to track attendees/Opportunities to these events since they will be updating the attendees so frequently. He may just have to get a developer to create an integration between Salesforce and their ticketing system, but I’m trying to think of all options.
I was originally thinking about using Campaign Influence, but one Contact can be a Campaign Member of multiple Campaigns that are treated separately, so if Brendan buys a ticket to Concert A,B, and C and thus is a Campaign Member of each, if an Opportunity is created, I don't know how it will automatically associate it to the right Campaign (outside of using Primary Campaign Source which is fine, but there are a lot of transactions happening daily, so automated would be ideal)
The only other thought that I have would be to make a custom object called "Performance" associated to the Contact, create records for each concert (ie Performance record Concert A - 1/1/15), make a Contacts with Performance report, and click the add to Campaign button in order to add those Contacts to the associated Campaigns. He is also using the Non Profit Start Pack, but this question is more about Campaign process than anything (unless someone knows of a NPSP function that makes this process easier). Thanks so much!
For individual Contacts - compare the list of daily ticket buyers using the Patron ID - update any changed contact details on existing contacts, and then create new ones. With new Contacts, there is a trigger that writes the Patron ID to the matching Account record, so we have it there as well.
Repeat process for Accounts (not individuals - organizations and groups) - without the additional trigger, of course.
Sync the Shows object with the ticketing system one (if new shows are added, or if any have gone off sale)
Create or update Ticket Orders (this is the record of the transaction, and has a M/D relationship with Account, so that we can rollup Orders alongside donations).
Create or update Tickets (lookup to Contact and to Show, M/D with Order).
and then some general tidying up and completion of other sub-processes, like creating a related Opportunity for anyone who adds a donation on to their ticket purchase, etc.
For both Orders and Tickets, we have another unique external ID that matches to the ticketing system. That way, if the order or ticket is modified - refunded or exchanged - we can update the Salesforce records as well.
This process is made complex by the number of events that the organization presents (over 500 shows across 3 venues each year) and by the data structure of the external ticketing system. A lot of the refinement of the import process over the last 3 years has been to try and focus on not just recreating the box office in Salesforce. We keep asking the question - what insights can Salesforce give us that we can't get out of **Tickets? And if we don't need the information (for example, a breakdown of fees, when the ticket was printed or reprinted, or which type of credit card was used) we don't bring the information over.
I've trained a much smaller organization to do a similar process using CSV files and Apsona. They still have to look for existing contacts first (and having a consistent reference ID from the external system would make this much easier) and do the upserts, but then they just add tickets into a Campaign for each show. Since it's only 4 concerts a season, they only need to do this process a few times a year. I suspect your organization is going to fall somewhere between the two.... but I'd still ask them if they have to update Salesforce every day, or can just run a batch of updates each time a show or run of shows is completed.