The number of dynamic dashboards you can configure depends on your Salesforce edition; you can have up to five dynamic dashboards for the Enterprise edition, up to 10 dynamic dashboards for the Unlimited and Performance Editions, and three for the Developer Edition.
How do I change the campaign hierarchy in Salesforce
In the left-hand sidebar, find ‘Hierarchy Columns’. You will see the current fields listed.
To open the edit screen, click on the dropdown arrow: The ‘select columns‘ popup couldn’t be clearer to use; select the fields you want and move them into the right-hand column using the arrows.
What is primary campaign source in Salesforce
The Primary Campaign Source field allows you to designate the most Influential campaign for that opportunity.
Setting a Primary Campaign Source will attribute 100% of the revenue from that Opportunity to the designated Campaign.
Which objects can be used to create campaign members Salesforce
1 Answer. Both options A (Contact) and D (Lead) are correct. These objects are used in Salesforce.
The campaigns help link together initiatives for marking, and any leads that can come about from the marketing done.
How do I add a user to a campaign in Salesforce?
- Navigate to a contact or lead list view
- Select up to 200 records to add to a campaign
- Click Add to Campaign
- Enter the name of a campaign
- Select a member status for the new members
- Choose whether members already associated with the campaign keep their current status
- Add the members
How do I create a dashboard KPI?
- Define your key performance indicators
- Consult with stakeholders
- Sketch your dashboard’s design
- Select your KPI dashboard software
- Gather your key data points
- Create your data visualizations
- Schedule a feedback session
- Deploy your KPI dashboard
How many components are there in a dashboard
5. what are the components of a dashboard? Explanation: The components of a dashboard is vertical,horizontal,image extract.
How many components can a Salesforce dashboard have
Each dashboard can have up to 20 components.
How do I link an opportunity to a campaign in Salesforce?
- Click Setup
- Go to ‘Opportunities’
- Click Fields
- Click Primary Campaign Source
- Click Set Field-Level Security
- Select the box for the profiles that this field should be visible or editable to
- Click Save
How do I export a campaign list in Salesforce?
- Click “Campaigns” and then “Campaigns with Campaign Members”
- Filter on the right Campaign name to declutter your report
- Click the “x” on any columns you don’t need in your Campaign Report
- Drop down the Edit menu and select “Export”
How do I query campaign hierarchy in Salesforce?
- Create or open the campaign record of a campaign that you want to use as a child
- In the Parent Campaign field, select the campaign to use as the parent
- To see where in the hierarchy a campaign appears, open the campaign record and click View Campaign Hierarchy
Why is campaign hierarchy important
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure.
The Salesforce Campaign Hierarchy feature is hugely beneficial for both reporting and general organization.
Which three objects can be added as campaigns members
To add members to campaigns from custom reports, the report’s primary object must be a lead, contact, or person account.
What are marketing analytics and how are they used
Marketing analytics is the practice of managing and studying metrics data in order to determine the ROI of marketing efforts and identify opportunities for improvement.
You may use marketing analytics to determine the success of: Calls-to-action (CTAs)
What is an advantage of setting up a campaign hierarchy quizlet
What is an advantage of setting up a campaign hierarchy? By tracking leads and contacts targeted by each initiative, as well as their responses, how is the marketing manager benefited?
Margaret, the marketing manager, can tailor each campaign to the type of marketing effort it represents.
What is KPI dashboard
What are KPI dashboards? KPI dashboards are tools that unite data sources and provide at-a-glance visual feedback showing how your business is performing against your key performance indicators (KPIs).
How do I create a campaign influence in Salesforce
From Setup, in the Quick Find box, enter Opportunities , and select Page Layouts.
Select a page layout to work with. Drag in the Campaign Influence related list.
To turn on auto-association, enter Influence in the Quick Find box, open Auto-Association Settings, and then select Enabled.
How many reports we can add in dashboard in Salesforce
Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met.
This maximum limit is hardcoded and cannot be increased. Notes: The limit of 7 subscribed reports is independent for Salesforce Classic and Lightning Experience.
What is difference between static and dynamic dashboard
A Static Dashboard is the default in Salesforce. Dynamic Dashboards can be customized to each viewers needs regardless of what they have permission to see in Salesforce.
What’s on your marketing dashboard and what KPIs do you track?
- Impressions
- Post engagement
- CPM (cost per thousand impressions)
- Ad frequency
- Click-through rate
- Link clicks
- Cost per click
Which two objects can be related to campaign members
Both options A (Contact) and D (Lead) are correct. These objects are used in Salesforce.
The campaigns help link together initiatives for marking, and any leads that can come about from the marketing done.
What is the most common number of levels in a campaign hierarchy
Each campaign in a hierarchy can have one parent and a parent can have an unlimited number of children.
A maximum of five hierarchy levels are allowed in a campaign hierarchy.
How many filters can a Salesforce dashboard have
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
How will a gauge visualization provide impressive one glance information on your company’s sales for the year
oIt can show how each salesperson is “gauged” against the other salespeople. oIt can show what percent of salespeople are on track to reach the sales goal. oIt can show how close your sales are to your sales goal. o It can show the salespeople who have the highest sales for the year
How do I monitor Google ads?
- Status: This shows if your ads are running
- CTR (Clickthrough rate): This is one of the main indicators of your ads’ health
Is Tableau used for marketing
With Tableau, it’s possible to bring marketing data together to get unprecedented insight into your digital media spending, social media, website performance, customer journeys and beyond.
What are the 3 standard chart types available in Salesforce?
- Bar Charts
- Column Charts
- Line Charts
- Pie Charts
- Donut Charts
- Funnel Charts
- Scatter Charts
What is lead management in Salesforce
Lead Management Software Solutions. From lead capture to close, the Salesforce lead management system allows you to measure the impact of your marketing activities on your sales pipeline across all channels, including social.
Setup automatic lead scoring to convert more leads to opportunities, and win more deals.
What is a Twitter ad impression
Impressions – This is how many times your ads have been seen by people on Twitter.
Results – These are the actions that are directly tied to your campaign objective(s).
For example, if your goal is website traffic, the results tracked will be link clicks.
What is an ROI in marketing
It’s the return on investment (ROI) that marketing quantifies to justify how marketing programs and campaigns generate revenue for the business.
ROI is short for return on investment. And in this case, it is measuring the money your company spends on marketing campaigns against the revenue those campaigns generate.
Sources
https://www.zoho.com/analytics/marketing-dashboard.html
https://help.salesforce.com/s/articleView?id=campaigns_viewhierarchy.htm&language=en_US&type=5
https://www.forcetalks.com/blog/10-best-reports-in-a-salesforce-marketing-dashboard/
https://www.accountingseed.com/blog/salesforce-campaign-best-practices-everything-to-know/
