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Leverage Program Tags for SFDC Dashboards

Question asked by Simon Lessard on Sep 6, 2018
Latest reply on Sep 7, 2018 by Simon Lessard

Hi,

 

This is something I've seen in action a couple of years ago but I'm not aware of the mechanic under the hood. The idea is to build Salesforce dashboard that reports on multiple campaigns/programs and when a program/campaign is created with a specific program tag value, this campaign gets added to the dashboard.

 

In other words, let's consider those campaigns:

Dashboard A reports on new leads, responses, mql generated by

- Campaign 1 (with tag A)

- Campaign 2 (with tag A)

- Campaign 3 (with tag A)

 

Dashboard B reports on new leads, responses, mql generated by

- Campaign 4 (with tag B)

- Campaign 5 (with tag B)

- Campaign 6 (with tag B)

 

I've been through a some of the Ideas to improve how tags could be improved with Salesforce sync but I wonder how to leverage those in any way to automate campaigns reporting.

 

Thanks

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