Link to Campaign Member Status Walloper Video:    • Automate Creation of Campaign Member ...  

Are you struggling with tracking your sales and marketing efforts effectively through Salesforce Campaigns? Look no further! In this comprehensive video guide, we use a real world example to illustrate how you can setup Campaigns in Salesforce to track a variety of initiatives.

We will review the following best practices:

Naming Convention: Discover why a well-thought-out naming convention is your first step towards campaign clarity. Learn how to create names that make campaigns instantly recognizable.
Record Types & Page Layouts: Learn how to setup the basic four record types and page layouts: Email, Trade Show, Sales and Parent
Campaign Member Statuses Made Perfect: Learn how to make sure your campaign member statuses are standardized for each Campaign Record Type and Type.
Campaign Hierarchy Unveiled: Gain insights on how to structure your campaign hierarchies using Parent Campaigns.
Lightning Record Page: Configure Page and add a report chart showing Campaign Members by Status

Salesforce Resources:
https://help.salesforce.com/s/article...
https://help.salesforce.com/s/article...

CHAPTERS:
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0:00 Intro
0:42 Extend Campaign Object to Track Trade Show Activities
1:30 Create Campaign Page Layouts
5:00 Create Campaign Record Types
7:15 Update Type Values for Record Types
9:45 Setup Standardized Campaign Member Statuses
13:02 Create Campaign Records for InsureTech Connect
19:20 View Campaign Hierarchy & Update Columns
20:19 Campaign Lightning Record Page Configuration
22:48 Create Report Chart on Lightning Record Page
26:14 Wrap Up

Music:
Song: Evening Mood
By: Sum Wave on Epidemic Sound

Song: Milkyway
By: Sum Wave on Epidemic Sound

Song: Leaving Lunar
By: Sum Wave on Epidemic Sound

Song: Curated Light
By: Sum Wave on Epidemic Sound

Song: Beach Memories
By: Sum Wave on Epidemic Sound

About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.

Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.

Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.

Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn:   / fernandescheryl  

Blu Ninjas on LinkedIn:   / blu-ninjas  

Blu Ninjas How To's: https://bluninjas.com/how-tos/

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