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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Improving campaign functionality with third-party apps

So far, we have seen how campaigns work. In our example, the marketing rep chooses leads and contacts and adds them to the webinar campaign. These campaign members default to a status of Sent and when they sign up for a webinar, the status updates to Responded. How does this status change happen? Without a third-party app, it would need to be updated manually.

In the following screenshot, we can see the campaign members that we added:

Figure 6.17: Member Status field for members of a campaign

Notice that the status is set to Sent by default. There are many third-party apps available for campaigns such as webinars, events, conferences, or any other campaign use cases. Without using a third-party app, in our example, whenever a lead or contact signs up for the webinar, you would need to go into the system and update the status manually. This can be very time-consuming.

To find an appropriate third-party app, you can go to https:/...

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