An improved way to do Campaign Call Down reports

James over at Pipe Lime has a post that shows how to get around the Campaign member reporting problem I posted earlier.

It’s a simple way to set up reports that can be called as custom buttons from each Campaign. It’s a lot like the way we were doing things but it’s better in two key ways:

  1. It identifies the Campaign by Id–I was using the sf.com “sourceid” method for calling Campaigns, which is pretty lame.
  2. It gets around the limitation of not being able to report on inactive Campaigns.

Go over to the post for the step-by-step.

Thanks, James, for the tip!

Leave a Reply