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    Activity › Forums › Salesforce® Discussions › What is features of “Manage Members” in campaign records in Salesforce?

    Tagged: Campaign Records, Contact, CSV File, Dashboard Columns, Leads in Salesforce, Manage Members, Person Account, Salesforce Campaigns, Salesforce Default, Salesforce Features

    • Salesforce® Discussions

      What is features of “Manage Members” in campaign records in Salesforce?

      Posted by Aman on September 22, 2018 at 10:10 pm

      What is features of “Manage Members” in campaign records in Salesforce?

      Parul replied 4 years, 4 months ago 3 Members · 2 Replies
      • Campaign Records
      • Contact
      • CSV File
      • Dashboard Columns
      • Leads in Salesforce
      • Manage Members
      • Person Account
      • Salesforce Campaigns
      • Salesforce Default
      • Salesforce Features
    • 2 Replies
    • shariq

      Member
      September 22, 2018 at 10:10 pm

      Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page; you can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages.

    • Parul

      Member
      September 23, 2018 at 4:40 am

      Campaigns & Leads

       

      To manage the Campaign Members, I click from main Campaign page and get filters + list of members.  Currently, the columns are set to Salesforce default.  I can 'Edit Columns', but each time I leave this page, or even update it with an action, it reverts to Salesforce default, losing my Edit.

      Why can't the page set-up be adjustable, so that whenever I 'Edit' this page, it sticks?  It seems all your other reports do this, so why not Campaigns?  The benefits would be:

      - more use of the Manage Members page for actual management of the Members
      - better relevance to my needs, not those of Salesforce
      - flexibility to sort columns, add fields, etc. as required.

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