Campaign Customization

Posted by Shane Minnis 2 months ago |
 (No Rating)
14 applicants

Fixed Price: Not Sure
 
Starts: Immediately
 
Location:
Any Location

Required Skills: Apex & Visualforce

I am trying to accomplish a few things with Campaigns as I want to utilize to organize my prospecting/marketing efforts. I am using the Apto version of Salesforce which was designed for commercial real estate brokers: 1) I want to utilize the Console based on the members in my Campaign to organize/streamline my prospecting calls, however, I don’t see a way to create a Contact View that relates to my Campaigns in order to do so. Can this be done? 2) I noticed that within Campaigns there is an Opportunities related list, however, this is not the same Opportunities/Pitches object that was created by Apto. How can this be swapped out so that it is consistent with the Apto structure incorporating the correct object ("Opportunities/Pitches")? a. Additionally, based on this question, I assume that the formulas for the Campaign Statistics would need to be modified in order to be consistent with the Apto Opportunities/Pitches object.

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