Ability for non-admin user to connect to a Salesforce campaign if enabled by administrator.
planned
K
Kelly Ospina
We do lots and lots of Salesforce campaigns. I LOVE that we can set them up individually, BUT it is a lot of work. I would love to have universal campaign settings that I can set when setting up the primary Salesforce connection and then enable some or all users to be able to access and connect to campaigns on their own.
So, for example, when I set up the main connection maybe I can determine through a master setting if campaigns should be accessible for users directly, or if they need to be configured individually by an admin. I envision one of the settings be whether or not campaign leads should go into Salesforce under the Popl user as owner, or an integration user (for re-assignment in SF). I also envision a setting to also limit the campaign types that are available for users to access directly. I also envision the ability to create customized connections for different campaign types at the master level. I imagine the Admin being able to set the field mappings at the master level and/or at the campaign type level. I think it would also be good to determine in the master settings if they can be over-ridden or not at the individual campaign level.
At the user (or sub-team user) level, the user can then "see" the campaigns and add themselves to the group for that campaign to send their leads directly to it, and maybe also have the ability to add tags and notes. That sort of thing.
This would reduce the amount of labor around individual events, while still putting some controls in place at the administrative level.
Log In
J
Julia Spriggens
Merged in a post:
Reuse CRM Auth to Quickly Create New Configurations
A
Axel Baran
Each of his Salesforce configs has lots of details associated with it and creating these one by one each time for each campaign is not ideal
J
Julia Spriggens
planned
R
Ryan Alvarez-Cohen
Kelly Ospina thanks for submitting this detailed request.
Totally hear you about the inconvenience of setting each Salesforce integration up from scratch, we are definitely going to fix this. We've got an idea that I think will work well, but I'd love to get your feedback on it.
Are you open to scheduling a call with me here to look through some concepts?
J
Julia Spriggens
Merged in a post:
Capability to back up CRM integration settings
J
Jim Zheng