Tag: Engagement

Keystone Habits

I highly recommend The Power of Habit Why we do what we do in Life and Business by Charles Duhigg to humans, particularly Salesforce administrators and architects.

As mentioned before, at Optimum Energy we have a self improvement book club and we just finished The Power of Habit. The first section of the book is about individual habit formation. The second part is building habits in an organization. Third part is how habits develop and are morally evaluated in society.

While I particularly enjoyed thinking about how to break my own personal bad habits, (Hang on. There are Top Pot Donuts in the kitchen)…. I found myself contemplating how to help users develop the habit of using Salesforce.

Is there one essential task in Salesforce that can serve as a “keystone habit”?  Continue reading Keystone Habits

Manage Campaign Members in Lightning

Campaigns are a flexible, native object that allow you to track your engagement efforts and performance in Salesforce. You can customize the Campaign Member Status values to suit your specific business needs. You can also add, update, and remove Campaign Members to track specific engagements.

This post is the third in a series of three blog posts about Salesforce Campaigns in Lightning. The second post, Customize Campaigns in Lightning, covered how to customize Campaigns in Salesforce for the Lightning admin. This post will provide detailed instructions for how to configure Campaigns Member Status values and Manage Campaign Members in Salesforce Lightning. If you’re interested in an overview of Campaigns in general, I suggest you start with the first post in this series, Salesforce Campaigns in Lightning. Continue reading if you’re ready to get hands on.

Continue reading Manage Campaign Members in Lightning

Customize Campaigns in Lightning

Campaigns are a flexible, native object that allow you to track your engagement efforts and performance in Salesforce. The great thing about Salesforce Campaigns is you can customize the fields and page layouts to fit your needs. Lightning has changed the ways we Interact with Campaigns, Setup, and especially page layouts.

This post is the second in a series of three blog posts about Salesforce Campaigns in Lightning. This post will provide an overview of how to customize Campaigns in Salesforce for the Lightning admin. If you’re interested in an overview of Campaigns, I suggest you start with the first post in this series, Salesforce Campaigns in Lightning. The third post, Manage Campaign Members in Lightning, walks you through how to manage Campaign Members step-by-step. 

Continue reading Customize Campaigns in Lightning

Salesforce Campaigns in Lightning

Campaigns are a flexible, native object that allows you to track your engagement efforts and performance in Salesforce. A lot of the resources out there still refer to the Classic UI but Lightning has changed the ways we Interact with Campaigns. This blog post will provide an overview of Campaigns in Salesforce for the Lightning user.

This post is the first in a series of three blog posts about Salesforce Campaigns in Lightning. The second post, Customize Campaigns in Lightning, will cover in more detail how to customize campaigns, and the third post, Manage Campaign Members in Lightning, walks you through how to manage Campaign Members step-by-step.

Continue reading Salesforce Campaigns in Lightning