Is there ANY way to select 201+ SFDC leads and add them to a campaign? | Community
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A
Anonymous
June 7, 2013
Solved

Is there ANY way to select 201+ SFDC leads and add them to a campaign?

  • June 7, 2013
  • 6 replies
  • 2007 views
There is one rule: you're not allowed to select them all from a report. This is because giving the sales reps the ability to do that also opens up a wide range of other permissions that they should not have.
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Best answer by Anthony_Pica
Ah, you're right, sorry about that.

Can you use Marketo? What if you made a Smart List in Marketo based upon your filter criteria, then selected all of them, and peformed the manual flow step for "Add to SFDC Campaign"?

6 replies

A
Anonymous
June 7, 2013
You could doing it from the campaign object, but that only gives you the ability to select 250 at a time.

There's also some cool dataloaders that you could leverage like dataloader.io, but I think those permissions are even more "advanced" that reporting permissions.

No other way that I can think of.
Anthony_Pica
Anthony_Pica
Level 4
June 7, 2013
You could create a list view based upon your filter criteria, then select all records, and click the Add to Campaign button.
A
Anonymous
June 7, 2013
Anthony, you're limited to selecting 200 records with that approach.
Anthony_Pica
Anthony_PicaAccepted solution
Level 4
June 7, 2013
Ah, you're right, sorry about that.

Can you use Marketo? What if you made a Smart List in Marketo based upon your filter criteria, then selected all of them, and peformed the manual flow step for "Add to SFDC Campaign"?
A
Anonymous
June 7, 2013
As far as I know 200 is the max you can select from a view within SalesForce. (Unless you do it from a report.)

If sales is looking to run a campaign with 200+ members, seems like they might want to involve marketing?
A
Anonymous
June 11, 2013
Yup, this all sounds right. Reports offer the biggest batch for SFDC onboarding. The customer I am working with has 100+ sales reps and would like to avoid issuing/purchasing more licenses. And Kate you might be right that working with Marketing is the best approach... Thanks for the input.
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