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Einstein Analytics Bulk Actions
Enable the bulk action to add leads and contacts to campaigns
- Business Need
- Admin & Developer Tools
Enable the bulk action of adding multiple leads and contacts to campaigns from Analytics dashboard
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Showing 5 of 5 Reviews
Limit with 10K campaigns
Hello team, We are using this tool for many years. It allows our users to add members very easily. However, we have now more than 10K campaigns on our org. And since there is a limit on your query to show max 10K rows, the feature is not working properly for us. Would it be possible to increase this limit and update the app? Thx
Been looking for a way to Add to Campaign from CRMA for days
Love this solution. Only wish is that the Create New Section was hidable. We will be having non development staff adding contacts to existing campaigns, creating there own is an unnecessary risk.
Great idea, in theory
I installed this package and set up the LeadOrContactId column as specified however when I try to add records to a campaign in the visual force page the action fails and says an unspecified error has occurred. I'm wondering if anyone else has encountered this error or knows of a solution because this package fits my use case exactly and my company would like to make use of it if I can get it working properly.
Simple, works properly and great automation
It is a relatively small package and it serves a very specific purpose, so there is no risk of adding this package to your SF org (no risk of complex dependencies). Great Campaign automation!
Works great with some data prep work
Update: I did finally get this to work with some tips from @Przemyslaw Blaszak - thank you! I created a Recipe, adding a duplicate column to my dataset for the custom field contact Id I have for my Opportunities. After duplicating the column (using the Transformation node and custom function Current), and labeling it LeadOrContactId, I added another Transformation node to change the api name to LeadOrContactId. I did not want to change the api name of the original field for data integrity reasons, so duplicating the column and changing the name was the way to go. It works as advertised now, thanks again! This will be very helpful with our sales efforts. I would love to use this app, as it exactly fits my use case, but I can't get it to work. I have a column labeled LeadOrContactId in my table, but when I click my custom action, I get an error message "Einstein Analytics ~ Salesforce - Bulkactions: Invalid Query no valid Ids are given Please contact Salesforce Support team..." Is there any help available for this?
Hi Jenny, The reason why it fails is that the column LeadOrContactId, although it has the correct label, has a different API name. When you have a lens opened, go to "Show fields panel" and see what exactly column API name is. To make API name "LeadOrContactId" I'd create a recipe which will simply populate your column, but with a correct API Name.
@Przemyslaw Blaszak is right. Make sure LeadOrContactId is spelled correctly because it is case sensitive!