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VR for Salesforce - Campaigns and Reports help

Salesforce has two different tools that VerticalResponse can use for email lists - Campaigns or Reports. Keep reading to get more info from Salesforce on how to use these two tools. For more help on email lists for VR, click here

Salesforce Campaigns

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions. To use Campaigns in Salesforce you need to make sure the Marketing User box is checked in your SF profile. It looks like this: 

SF Marketing User

Campaign Help - https://help.salesforce.com/htviewhelpdoc?err=1&id=campaigns_home.htm&siteLang=en_US
Campaign Overview https://help.salesforce.com/HTViewHelpDoc?id=campaigns_def.htm&language=en_US
Managing Campaigns  https://help.salesforce.com/HTViewHelpDoc?id=campaigns_manage.htm&language=en_US

 

Salesforce Reports

Most SF accounts have access to Reports so you should see this option. 

Reports  https://help.salesforce.com/htviewhelpdoc?err=1&id=reports_home.htm&siteLang=en_US
Report Building  https://help.salesforce.com/HTViewHelpDoc?id=reports_builder_what_is.htm&language=en_US
Standard Report Types  https://help.salesforce.com/HTViewHelpDoc?id=standard_report_folders.htm&language=en_US

Salesforce has extensive help for using their app, click the Help for This Page link in the top right corner of any page in your Salesforce app to get help. 


 


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