2 Replies Latest reply on Sep 7, 2018 5:54 AM by Simon Lessard

    Leverage Program Tags for SFDC Dashboards

    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