Salesforce Integration: Campaign member list views. | Community
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New Participant
July 16, 2020
Question

Salesforce Integration: Campaign member list views.

  • July 16, 2020
  • 1 reply
  • 2980 views

We need to be able to create a refreshable list view (not a report) against campaign members in Salesforce.

 

As Marketo logs activities to leads and contact records, and we group everything into salesforce campaigns, we want to have a list view, with a refresh button, that surfaces campaign members from any campaign, lead or contact, with a last activity date of yesterday, for example.

 

Has anyone done this?  via the Salesforce UI? a plug-in? custom programming?

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1 reply

SanfordWhiteman
New Participant
July 16, 2020

This would be something done in Salesforce, just talk to your admin. It wouldn't need any custom code (as in Apex) AFAICS.

dbhowardAuthor
New Participant
July 16, 2020

I know. I am. My admin says it can't be done.

 

I'd love to hear from anyone who has actually accomplished it.

SanfordWhiteman
New Participant
July 16, 2020

What do they claim is the blocker?