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Campaign Member Helper
Search and Add Leads, Contacts to Campaign
- Business Need
- Campaign Management
- Requires
- Sales Cloud
The Campaign Member Helper allows users to search for leads/contacts and add them to a campaign as campaign members. The component also supports deletion of campaign members.
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Showing 8 of 8 Reviews
Thank you so much for delivering a fantastic product and outstanding service. Highly recommended!
I am delighted to share my experience with Lightning and the exceptional service provided . The member selection feature has been a vital addition, seamlessly managing our requirements. When we requested translation capabilities. Their swift and efficient support deserves immense appreciation. Thank you so much for delivering a fantastic product and outstanding service. Highly recommended!
Very usefull tool
While intoducing Lightning our Users urgently needed those member selections. This smart tool manages this perfectly. As we needed translation capabilities Astrea Team answered immideately and solved this point within days. So from my side: Many, many thanks!
Life Saver
For those who know and love the Salesforce Classic way of adding Campaign Members, then this is for you. This has helped with keeping our users happy and absolutely love the ease of use ofimplementing. Great job!
Component not supported on Custom Profile
I am having issues in running the component when logged in as user from a custom profile. The Picklist field for Field does not expand to show values on Adding Members or Existing Members tab. I tried installing for All Users, still no success. It works fine when logged in as admin. I am guessing it could be an issue related to this: https://developer.salesforce.com/forums/?id=9060G000000XcQDQA0. But I am not sure. Please let me know what needs to be done to make it work for custom profile.
Worked perfectly
Mission accomplished. This worked perfectly. I needed to contact support to find out how to add it to my layout and they got back to me right away with an instruction video. I simply missed the new menu item on the left hand side. Nice work guys. Thanks!
A must have for salesforce campaign in Lightning!
Really helpful and powerful tool! It does exactly what stated, letting you add campaign members in a very easy way. It helps a lot, thank you!
Very useful tools for salesforce campaing
The tools helped us a lot for campaign member handling issue. And their support team have a super quick response and very helpful. Really glad that I can find this tools in AppExchange and appreciate their support on their customer
Fantastic! Great functionality!
This replicates what is available in the Classic view. As anybody who has tried to use Lightning knows, Campaigns are frustrating to work with - you click on "Manage Campaign Members" and it throws you into an import page - but NOW with this awesome component, you can add existing Leads and Contacts to your campaign just like you would want. Sweet.
Hi Chetan, Profiles should have access to certain fields in order to see the fields in Picklist .(See image 12 in our listing) Campaign:- Id, Name, Type, Status, StartDate and EndDate CampaignMember:- Id, FirstName, LastName, Title, Status, CompanyorAsccount and Email. Please make them accessible for your custom profile and let us know if you are able to see them in picklist or not Thanks