Re: Adding MSI to Salesforce Campaign

Jenn_DiMaria2
Level 10

Adding MSI to Salesforce Campaign

Is it possible to add MSI to an SFDC campaign?

While we realize there are other ways we can go about reporting people's activity within the campaign (ie: changing member statuses), it would be great if the MSI module showed all member activity so our sales team can see what happened after responding.
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Josh_Hill13
Level 10 - Champion Alumni

Re: Adding MSI to Salesforce Campaign

What do you mean exactly? Do you want the IM to populate an SFDC Campaign?

You could setup your interesting moments to trigger on a Change in Status and then describe the PRogram and Status Change.
Jenn_DiMaria2
Level 10

Re: Adding MSI to Salesforce Campaign

Hi Josh!

I think that's a good alternative and probably the way we'll have to go. The original idea was adding the entire MSI module to the Campaign layout so we see something similar to what our sales team can see on Opportunities (ie: an overhead view of what all Contacts have been up to). Just in this case, it would populate Members on a Campaign as opposed to Contacts on an Opportunity.

But I think between a combination of this and getting more granular in our SFDC Campaign Status options is probably the easiest way to move forward for the time being.