License Plan/Edition | Campaigns |
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Version | 2.151 and higher |
Challenge
Defining relevant Contacts per Campaign and displaying them later on offer and invoice PDFs.
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Solution
The Contact Wizard helps users to select the right contacts for their campaigns quickly. It shows only the contacts related to the involved accounts. The selected contacts are displayed afterwards at the corresponding media campaign in the related list of Campaign Contacts.
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Create
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or Open a Media Campaign
Working with the Contact Wizard expects you to have a Media Campaign created already. If you are not familiar with Media Campaigns please refer to this Wiki article: 1.1.5 Create a Media Campaign
The Media Campaign contains different Account lookups, that should be used in order to select Contacts in the Contact Wizard:
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If you can not see the action please contact your administrator to add the right action to the layout. |
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The Campaign Contact Wizard helps users to add new campaign contacts to an existing media campaign. It only displays those contacts assigned to the Media Campaigns Accounts.
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You can see a tab at the top of the page for every Account type that was set in the Media Campaign.
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In addition to that you can select Contacts as Quote Contact or Invoice Contact in the list on the right so that they will be shown on your offer or invoice PDFs. Your system administrator is able to can customize, which contact should be displayed in which order on the PDF document. Further information can be found in the Setup section below.
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Please add the Contact Wizard action to the page layout of the Media Campaign. You can differentiate between the old and new Wizard by their name. The Lightning Contact Wizard action has the name “LwcContactWizard““LwcContactWizard“.
Customize the Contact Wizard
You can adjust the Contact Wizard to show different information per Contact record in the list on the left and on the right.
To do so please refer to the following Feature Setting:
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The ADvendio default is:
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Go to "Setup" and click on the "Object Manager" tab.
Under the "Object Manager" tab, find and access "Media Campaign."
Within the "Media Campaign" tab, navigate to the "Page Layouts" tab and click on "Media Campaign Layout."
In the "Media Campaign Layout," go to the upper menu and select the "Mobile & Lightning Actions" tab.
In the "Quick Find" search bar, look for the "Contact Wizard" button with the Name:
Code Block ADvendio__MediaCampaign__c.ADvendio__LwcContactWizard
Drag and drop this "Contact Wizard" button under the "Salesforce Mobile and Lightning Experience Actions" section.
In the upper left corner, click "Save" to complete your changes.
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Contact Wizard Filtering Feature
With 2.169 we have added a new feature that allows you to filter out inactive contacts.
To use this feature, in the Administration Settings tab ensure that you have enabled "Filter for active Records".
Once enabled, the new checkbox field called "Left Company" will be evaluated on the Contact Object. This field is set to "false" by default, but if you want to filter out inactive contacts, simply set it to "true".
If you miss enabling the "Filter for active Records" setting, the feature won't work as expected.
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To enable the feature, navigate to Administration Settings > Administration Settings tab > Enable "Filter for active records". |
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