Purpose: This solution is for Team Members who are needing to export a current or previous Salesforce CRM Campaign's member list. This is usually requested or needed when a Team Member is reflecting on previous invitees or using an old campaign to build a new campaigns invite list. Campaigns are used with Pardot to send out invitations to Customers and Vendors.
About Salesforce CRM: Salesforce CRM is our Customer Relationship Management System, it is used to help manage our Customer and Vendors as well as bids. Additional we use Salesforce CRM for customized processes such as F2F.
Who Is This For: Team Members with access to Salesforce CRM who need to access a Campaign's Member list.
Accessing Salesforce CRM: https://keeley.lightning.force.com/
Please Note: If you already know the name of the campaign you can skip steps 1-3
- Search for Campaigns by clicking on the Waffle and selecting Campaigns
- Changed the Recently Viewed filter to All
- Find the name of your campaign, and copy it to your clipboard
- Go to Reports > Public Reports folder on the left > type in Campaign to search report > Select Campaign Members Export
- Click the filter icon at the top right > double click on the Campaign Name card > Edit the value in the second box to be your campaign name > Select Apply
- Select the drop down and select Export
- Select Export