Leverage Program Tags for SFDC Dashboards | Community
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Simon_Lessard
Simon_Lessard
Level 3
September 6, 2018
Solved

Leverage Program Tags for SFDC Dashboards

  • September 6, 2018
  • 1 reply
  • 2576 views

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

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Best answer by SanfordWhiteman

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.

Feel like this wasn't happening automatically based on Marketo-side program tags, though if you find the original post I'd be interested to see what they might be doing.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
September 7, 2018

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.

Feel like this wasn't happening automatically based on Marketo-side program tags, though if you find the original post I'd be interested to see what they might be doing.

Simon_Lessard
Simon_LessardAuthor
Level 3
September 7, 2018

Hi Sanford, it wasn't a post on the community. It was live at a previous job. I'll dig a little deeper and post follow-up.

Thank you for your reply

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