The preview also says there are no records, but when I run the report there are.
Please see the 2 screenshots.
Any sugestion welcome.
I would suggest you Create a new 'Campaigns with Leads' report, update the filters to show All Campaigns and add another filter for Member Status equals Sent. You can add additional fields to the report as needed.
Similar kind of discussion can be found here https://success.salesforce.com/answers?id=90630000000D88BAAS
Hope It Helps..!
Thanks & Regards,
can someone give another example with correct steps to do this
How can you tell what these buttons are linked to, what do they do, and how do I get rid of the ones I don't need? DO I just need to plug them all in and go to my page and use them?
Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View that includes all of the Fields that your Formula is evaluating side-by-side along with your Formula Field result (if it’s a Cross-Object Formula create a Report).
Just because you clicked that Check Syntax button and you got that little green message saying “Congratulations!!! No syntax errors in merge fields or functions. (Compiled size: 4998 characters)” doesn’t mean you’re home free. It just means you have the right combination of AND’s, OR’s, &&’s, ||’s, etc. you could still have a flaw or loophole in your Formula Logic.
If you think getting a Syntax Error sucks, just wait’ll you have to explain to your boss why their Pipeline and Forecast Reports and Dashboards are wrong because you didn’t check the results of that shiny new Formula Field you built.
[Insert Winston Wolfe’s parable about premature self-congratulation]
Formula with QC List View
Cross-Object Formula with QC Report
Only opportunity marked as Primary Campaign Source show up on related list. Is there a way to have more then one opportunity shown?
We are currently using Campaign Influence 1.0. Would set up of Customizable Campaign Influence resolve the issue?
Customizale Campaign Influence will allow you to assign a percentage to each Opportunity to a campaign depending on how much influence the campaign had on bring in that Opportunity.
Please see the Articles below for a better understanding/ More information
What’s the Difference Between Campaign Influence and Customizable Campaign Influence?
Understanding Customizable Campaign Influence
"Error: Lead field length of 3,900 is greater than this field's length of 50"
What can be done to populate the converted person account's text field with the value from the formula field?
The error you are receiving is because the field lengths are not the same. The Lead field length must be either long text or rich text, where the other one on the Account looks to be a text field. You'll have to update them to be the same field type.
How are you doing assignments for Account records ? Did you create something custom in Process Builder ?
...or are you using an assignment rule for Leads (or Cases) and you're concerned that may be part of the problem ?
If you were receiving owner transfer notification emails before implementing an assignment rule somewhere, then you would want to troubleshoot that part of your process.
If everything else is working minute rice perfect, and you just can't seem to get an email notification to go to the new Account record owner, and you have confirmed that there aren't any email deliverability issues, then I would just create a workflow rule to send an Email Alert when a new owner is assigned using the criteria ISCHANGED(OwnerId)
The !ISCLONE()) part works in Classic to allow the Opp to be saved when "Clone with Products" is used, but it doesn't work in Lightning. I know that "Clone with Products" is not available in Lightning, but is there a way for me to change this Validation rule so that it will Clone an Opp containing Products in Lighting without cloning the Products? Thanks