Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

...

Lead Liaison provides comprehensive support for Salesforce.com (SFDC) Campaigns within our Automation capabilities. Marketers can use SFDC Campaign information when creating lead nurturing, lead scoring, lead grading programs or when building static or dynamic Segmentations. This added capability gives marketers unparalleled control over SFDC Campaign management allowing marketing and sales to effectively collaborate. Below is summary of Lead Liaison's support for SFDC Campaigns including new filters and actions. 

  1. New criteria "Member of SFDC Campaign"
  2. New future event/trigger "SFDC Campaign Status"
  3. New criteria "SFDC Campaign Status Changed" 
  4. New action "Add to SFDC Campaign"
  5. New action "Change Status in SFDC Campaign"

SFDC Campaign Filters

Member of SFDC Campaign

...

Tip
titleImporting Recently Created SFDC Campaigns and Status Updates

If you need to import a recently created SFDC Campaign and/or a recently changed SFDC Campaign Status for use within Lead Liaison Automation and you don't want to wait for the daily sync process to run then manually import the updated information into Lead Liaison. To manually import, run Step 3 of the CRM Configuration Wizard. To access the CRM Configuration Wizard go to:

  • Settings > Administration Integrations > CRM