Showing posts with label salesforce. Show all posts
Showing posts with label salesforce. Show all posts

Using the Force.com Excel Connector to add Campaign Members to a Salesforce.com campaign

I had a recent need to use salesforce.com to send out emails to 450 people. It's a hassle to associate those Leads as campaign members in SFDC using your browser, so I used the Force.com Excel Connector. What you want to do is simply take an xls with a column full of LeadIDs that you want to be on the campaign, have a column for CampaignID (that you want to associate these LeadIDs to), and then tell Force.com Excel Connector to Insert all these new rows as Campaign Members to that CampaignID.

  1. Open the  Force.com Excel Connector and run a Lead query to export all of your Leads, or all of the ones that meet whatever criteria you are looking for.  Be sure to include LeadID as one of your fields.
  2. Open a new window in Excel by clicking the New icon.
  3. In a browser, go to salesforce and navigate to the campaign you'd like to use
  4. In the browser, look at the URL.  This contains the CampaignID (screenshot 1)
  5. Copy the CampaignID out of the URL
  6. In Excel Connector, run a query to pull the Campaign MemberID, CampaignID, and LeadID (where your criteria are also met (screenshot 2). This should give you just the three columns above with no other data in the columns yet.
  7. Paste in the CampaignID you copied earlier into the CampaignID column.
  8. Then go back to your first xls file and copy the list of LeadIDs from there. Paste them into the LeadID column of your second xls.
  9. After you've pasted in all the LeadIDs, you need to write the word "NEW" in each cell of the column for CampaignMemberID and paste that same CampaignID in the CampaignID column (screenshot 3 shows all of these pasted in)
  10. Highlight all of the rows with your cursor.
  11. On the Force.com connector toolbar, select "Insert".  This will insert all of the highlighted rows. 
  12. You'll notice that it will replace the word "New" with a value for the new CampaignMemberID of each of the Leads.
  13. Visit your Campaign in your browser and you'll notice that all of those Leads are now on the Campaign in the "Total Leads" field.

Screenshot 1:



Screenshot 2: 

Screenshot 3:

Salesforce.com Dashboard Visibility - they can see more than you think

When you create a Dashboard in salesforce.com, you may be under the logical impression that Users who view the Dashboard will only see data that their Profile permissions and Role allow them to see. After all, dashboards are generated off of custom reports in salesforce, and, the User can only see the data on a Report that they are allowed to see.

However, Dashboards are different. Dashboards allow users to see everything that the Dashboard itself can see. You can, of course, place your Dashboard in a folder that a User can't get into, and that will work fine to restrict them. But, if they have access to the folder, then the Dashboard will show them all. If the User clicks on the Dashboard item to view the underlying report, however, they will only see the information on that report that they are allowed to see based on permissions and their role in the heirarchy.

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