Full Answer
How does Salesforce Track Field history?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list.
How do I retrieve field history in Salesforce?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list. Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old.
Which changes are always tracked in Salesforce?
Certain changes, such as case escalations, are always tracked. Salesforce stores an object’s tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields.
Why is it important to measure marketing ROI?
In a marketing landscape where businesses encounter soaring customer expectations for personalized marketing experiences across every channel, it’s more important than ever to be able to accurately measure marketing ROI.
How can you track the ROI of an event?
Step #1: Learn how to calculate event ROI Simply subtract the total cost of your event from the total sales revenue and then divide by total cost of the event. The result is expressed as a percentage, which you multiply by 100. This simple calculation is all you need to determine the profitability of your event.
How do I track ROI in Salesforce?
The Campaign ROI Analysis Report is located on the Reports tab in the Campaign Reports folder. It calculates your campaigns' performance by return on investment (ROI) and average cost.
Can you track events in Salesforce?
You can track, create, and update your own and others' meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts.
What does event ROI stand for?
Return on InvestmentIn the simplest (and we mean, simplest) terms, ROI (Return on Investment) is a simple formula: value of (business won - amount spent) / amount spent. But here's the thing: every organization looks at event success differently.
How do I create a ROI report?
6 Steps To Creating Kickass ROI ReportsReview Objectives And Metrics. Some things just bear repeating. ... Collect The Right Data. ... Need A Good Tool? ... Factor In Advertisement Costs. ... Monitor Your Goals. ... Decisions, Decisions.
How do you calculate ROI for CRM?
CRM ROI = (Gain from Investment into CRM – Cost of investment) ÷ Cost of Investment.
How do I use event monitoring in Salesforce?
Activate Event Monitoring Contact your Salesforce sales representative or Account Executive to purchase the Event Monitoring add-on to access all event types in the EventLogFile, the LoginEvent object, Transaction Security, and the Event Monitoring Analytics App.
How do I set up event monitoring in Salesforce?
In permission sets or the enhanced profile user interface, select a permission. In the Find Settings dialog box, enter View Real-Time Event Monitoring Data . Click Edit, select the option, and click Save. Repeat these steps for the Customize Application permission.
How do I create a tracker in Salesforce?
From the object management settings for cases, go to Page Layouts. In the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. In the Other Tools and Components section, select the Milestone Tracker and specify where on the page you want it to appear. Click Save.
How do you find the ROI?
ROI is calculated by subtracting the initial value of the investment from the final value of the investment (which equals the net return), then dividing this new number (the net return) by the cost of the investment, and, finally, multiplying it by 100.
How do you calculate ROI percentage?
How to Calculate ROI. To calculate the return on invested capital, you take the gain from investment, which is the amount of money you earned from the investment, minus the cost of the investment; you then divide that number by the cost of the investment and multiply the quotient by 100, giving you a percentage.
What is ROI on a calendar?
Return on Investment (ROI):
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1. Customize Campaigns to fit your event needs
To boost your productivity using Salesforce Campaigns, you could consider customizing the page layout to fit your needs – for example, editing the position of fields and creating new custom fields, changing which components are displayed, and how.
2. Build your Campaign hierarchy
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for both reporting and general organization.
3. Use Campaign Member Status for event attendance
Once Campaign Members have been added to your Campaign, you can set each one a Member Status:
4. Add Leads to Salesforce Campaigns
How you add Leads/Contacts to Campaigns will depend on how you have set up your Campaign hierarchy. You need to:
5. Leverage Campaign reports before and after events
You can use Salesforce standard reports and dashboards to monitor your Campaigns – which is good news, as these are both easy to use, and flexible.
6. Monitor event marketing ROI
Now feels like the perfect time to raise the question: How do you track ROI on events?
Summary – a Quick Checklist
Getting event registration and attendance information into Salesforce Campaigns is an important part of tracking the success of your events.
Is live event a B2B marketing expense?
Live events are an important part of B2B lead generation, but they’re often a big marketing expense. As such, it’s essential to clearly measure your MROI. When it comes to events, everything from advertising the event to paying presenters and vendors is part of your marketing spend, but the connections you can make with new customers are often well worth the cost.
Does MROI have to be financial?
As you develop your strategy, keep in mind that MROI doesn’t always have to be financial in nature. Once you’ve set up ways to track the financial value of your marketing activities, be sure to add softer metrics, such as social media likes and followers, to the equation.
Scenario
You are attending a tradeshow and want to track attendees from the moment they come to your booth to a closed-won opportunity. You want to make sure that your campaign is credited with the won business. You'll need to use these elements:
Salesforce Campaigns Overview
A Salesforce campaign is an outbound marketing project that you plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.
Creating a Salesforce Campaign
1. Sign into your Salesforce account. 2. Navigate to Campaigns tab. 3. Select New. 4. Fill out the relevant campaign information. Fields with a red line next to the box are required. 5. Mark the Active checkbox so that Pardot and others at your organization can see the campaign. 6. Click Save.
Adding Prospects to a Salesforce Campaign with Pardot
You can use Pardot’s rules and actions to add prospects to Salesforce campaigns. Automation rules, segmentation rules, completion actions and Engagement Studio Program actions can add prospects to Salesforce campaigns with statuses that you designate.
How to Set Up Campaign Influence in Salesforce
1. Sign into Salesforce. 2. Navigate to Setup > Customize > Campaigns > Campaign Influence 3. Click Enabled and specify a time frame (this is the maximum number of days between the campaign first associated date and opportunity created date.) 4. Designate any association rules like: Campaign Member Status > equals > Responded. 5. Save.
Summary
Putting the pieces together, we now have a Salesforce Campaign ROI report that shows us the number of responses, the number of opportunities tied to the campaign,the number of won opportunities, the campaign’s actual cost, the ROI of the campaign, and the average cost per customer and response.
The Problem with Manual Scorecards
- My issue with manual scorecards is not that they’re error prone and tough to prioritize when traveling. My issue is that not one field in the manual scorecard includes “Created Opportunity” or “Opportunity Stage Progressed” or “Potential Partnership.” Call me crazy, but isn’t the measure o…
The Automated Approach – Salesforce Campaigns and Opps
- Ready to report on how your events influence your pipeline? First you need to get the event data into Salesforce campaigns and opportunities: 1. Everyone you spoke to at the conference has to be added to the Salesforce campaign and associated with a correct campaign responded status. 2. Everyone you spoke to at the conference must be added to the relevant opportunity. Pretty si…
Measuring Event Roi
- So let’s say your total investment in HIMSS was $300. Using my three examples above, we add the opportunity and closed values together: $500 + $800 + $1,000 = $2300. And we use a standard ROI formula to determine the ROI: $2300 (Current Value of opportunities) – $300 (Cost of Event) / $300 (Cost of Event) = 666.6% (your ROI) This is a manual example, but SFDC campaign reportin…
Building The Reports in Salesforce
- So what settings in Salesforce should be enabled on the campaign object so you can run event-influenced-opportunities or event-created-opportunities reports? This is the time to talk with your Salesforce admin, who will know how to tackle Salesforce Campaign Influence and Auto-Association settings. Ultimately you’ll use the report type “Campaigns with Influenced Opportuni…