Harshita Sahoo

As we know that Campaign is a group of Contacts and Leads exposed to specific marketing communications. So basically, it stores essential performance metrics and here salespeople can quickly see the prospects and customers that received marketing activities. For example, here are some of the things you can easily do with Campaigns in Salesforce are: ⦁ You can measure how well marketing campaigns are doing. ⦁ Let salespeople see the history of marketing messages sent to customers and prospects for the better management of the Campaign. ⦁ We can manage which Leads and Contacts have responded to emails and other marketing communications. ⦁ It can summarize campaign results and make them easy to understand. ⦁    Let salespeople quickly add Contacts and Leads to webinars, upcoming events, and other campaigns. How To Create A Campaign in Salesforce Goto the Sales app and click on the Campaign tab and then click “New”. If you don’t have permission to do this, you must need th...

  As we know,   Salesforce   provided a ”   Reporting Snapshot feature ,” which allows you to create and store snapshots of the data that you usually want to monitor using a custom object.  Salesforce reporting snapshot allows you to report on historical data. It can then schedule when to run the report to load the custom object’s fields with the data. Reporting snapshot feature enables you to work with the report data, same as how you work with other records in Salesforce. Create a Reporting Snapshot in Salesforce So, It is divided into three parts:-  Create a Report on any object. Create a Custom Object and fields to store the Data Create automation that stores data from your source report into the custom object Step 1.   Go to the “App Launcher” and search Report and click the “New Report.” Step 2.  Now, create a custom object to store the data. Goto the Object Manager and create a new “Custom Object” Now, Create a custom field to store th...