Instead of lookup filter you can try with a validation rule to add only specific users as lead owners. If still you want lookup filter instead of validation rule. Create one more lookup on to user and there you can use lookup filter and remove standard lead owner field from page layout.
- OF 5. The first step is to open All Open Leads in Salesforce and click Show filters. Click.
- OF 5. Click Filter by Owner. Click.
- OF 5. Click Search Campaigns... Click.
- OF 5. select Campaign name (e.g. 1/20 Using California Colleges.edu with Middle ... ) to filter Leads based on the selected campaign. Click.
- OF 5.
How to prevent a user from changing the lead owner field?
A validation rule can be created on the Lead object that prevents the Lead Owner field from being changed by users under certain profile. 1. Obtain the Profile ID for the profile to restrict from making changes.
How do I add a lead to a campaign?
Enter a Criteria Name (something like Attach Lead to Campaign). b. Criteria for Executing Actions: Enter the Conditions that must be met for the lead to be added to the campaign if any, otherwise select No criteria—just execute the actions!
How do I filter records by user ownership?
In the “Filter By Owner” section you must specify how you wants records filtered by user ownership through a radio button selection (i.e. All unconverted, My Unconverted, or if a Queue is the owner of the record you can select the name of the queue).
What kind of leads can I create a view to see?
For example, you can create a View to see: All “Open” Leads, created in the last 90 days, that came from our website All open Opportunities with a close date of the next 30 days, with a value greater than $10K All Accounts in Texas that have a zip code that starts with 75, 76, or 77 or assigned to Jack, Aaron, or Margaret
How do I filter leads in Salesforce?
1:514:20Filter Report Data (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's apply a date field filter click Add filter and select created date you can filter by aMoreSo let's apply a date field filter click Add filter and select created date you can filter by a specific calendar date by clicking the calendar icon and selecting a date by June 5th 2018.
How do I manage campaign members in Salesforce?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members - Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items...
How do I link a lead to a campaign in Salesforce?
Go to the Lead detail page and click on the button "Add to campaign" found within 'Campaign History' related list....Associate new or current Leads with a CampaignClick on the Campaign lookup field.Salesforce Classic: ... Click on the campaign to associate it.More items...
How do I edit campaign members List view?
To edit the campaign member detail page layout, from the object management settings for campaign members, go to Page Layouts, and then click Edit next to the page layout name. To edit a campaign member, click Edit on the campaign member detail page, change the fields you want to update, then click Save.
Who are campaign members Salesforce?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time, and it's critical for building useful marketing reports and dashboards in Salesforce.
What can be accomplished with manage members option in campaign?
Manage Members in CampaignAdd Members: You can add more members to a campaign using the “Add Member” tab. Using this tab, you can add members from SF database (Leads and Contacts records). ... Add Members- Import File.Edit Members-Search.Update Members – Import File.
How do you assign a lead to a campaign?
Create a Process that adds the Lead you're creating or modifying to a CampaignOpen Process Builder: ... Click New | Enter Process Name. ... Click Add Object. ... Select when you need to start the process: only when a record is created or when a record is created or edited.Click Save.Set criteria: ... Add Immediate Actions:More items...
How do I add a member to my campaign?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members - Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items...
How do you add a campaign to lead?
From the Campaign Members related list on a campaign, click Add Leads or Add Contacts.Select leads or contacts from the list, or search for specific leads or contacts.Click Next.Select a member status for the added members.More items...
How do I switch campaign members in Salesforce?
To change the campaign member status, select a status from the Update Status drop-down list. To remove a member from a campaign, click Remove. To edit the details of a campaign member, click Edit. To view, edit, delete, clone, a campaign member, click the campaign member's name in the Name column.
How do I create a campaign hierarchy in Salesforce?
You can create a robust hierarchy up to five levels deep.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.
What information can you see with a campaign hierarchy in Salesforce?
You can think of a hierarchy as a family tree. Metrics from child campaigns roll up to the parent, so you can access data for individual campaigns or in aggregate. You can build a hierarchy to focus on marketing channels, fiscal periods, long-term projects, or any other factor that makes sense for your business.
Workaround
1. Create a new Custom Report Type for Campaigns with Contacts with Activities 2. Create a new Custom Report Type for Campaigns with Leads with Activities 3. Create 2 new, separate reports using these report types.
1. Create a Custom Report Type for Campaigns with Contacts with Activities
1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types .
2. Create a Custom Report Type for Campaigns with Leads with Activities
1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types .
3. Create a 2 reports using each of the new Custom Report Types
1. From the Reports tab, click New Report. 2. Select the report type Campaigns with Contacts with Activities, then click Create. 3. Select a specific Campaign or select All Campaigns. 4. Click Add to add a filter. 5. Customize the report and remove or add columns and details you'd like to see on the report. 6. Run the report and Save. 7.