Leverage Program Tags for SFDC Dashboards

Question

Hi,This is something I've seen in action a couple of years ago but I'm not aware of the mechanic under the hood. The idea is to build Salesforce dashboard that reports on multiple campaigns/programs and when a program/campaign is created with a specific program tag value, this campaign gets added to the dashboard.In other words, let's consider those campaigns:Dashboard A reports on new leads, responses, mql generated by- Campaign 1 (with tag A)- Campaign 2 (with tag A)- Campaign 3 (with tag A)Dashboard B reports on new leads, responses, mql generated by- Campaign 4 (with tag B)- Campaign 5 (with tag B)- Campaign 6 (with tag B)I've been through a some of the Ideas to improve how tags could be improved with Salesforce sync but I wonder how to leverage those in any way to automate campaigns reporting.Thanks

SanfordWhiteman · Accepted Answer

This is something I've seen in action a couple of years ago but I'm not aware of the mechanic under the hood. The idea is to build Salesforce dashboard that reports on multiple campaigns/programs and when a program/campaign is created with a specific program tag value, this campaign gets added to the dashboard.

Feel like this wasn't happening automatically based on Marketo-side program tags, though if you find the original post I'd be interested to see what they might be doing.

Sign up

Login with SSO

Login to the community

Login with SSO