I have a campaign running. All the campaign members I have sent campaign to are contacts in Salesforce. Once anyone responded to a campaign, it will show up in a contact. I have also created a Related list on a contact Object to show all the campaign members as per the status. This is on a contact object.
Now. secondly, I have a web to lead form enabled and also if anyone fills in the webform on our company website, it creates a Lead on the Lead Object.
Now third, on our website, a practitioner can claim his/her profile. All these practitioners are already contacts in our CRM. Once they claim their profile on our website, it syncs to SF and mark the checkbox saying this has claimed their profile.
Problem - Sales team now have to go to Leads to see if there are any leads via webforms. They have to go to Contacts Object to see Campagn member status and Then for claimed profile, I have a report scheduled for them which will send them all the profiles which were claimed.
Sales people want all this information at one place rather than 3 different places. Now, I don't know how to achieve this as these are different functionalities involving different objects. Anything I can custom build?
Please help
Hey Tanaya,
Yes I do. What sort of customizations can I do? I am trying Process Builder to create a Lead record but no luck as I have to reference Person accounts which I cannot do in PB.
Thanks
