How to report on post-Pardot campaign sales activities in Salesforce
- April 12, 2024
- Pardot Geeks, Salesforce and Pardot
Being able to report when a campaign member from a form completion in Account Engagement (Pardot) becomes related to an opportunity is important.
But it’s not everything!
It’s also important to know when that Lead or Contact who joined that campaign, then has post-campaign sales activities (call, email, meeting).
Here’s how you can do that in Salesforce.
Step 1: Create a Custom Report type. I called mine “Contacts w/Campaign History w/ Activities.” Structurally it is a report with Contacts (A) with at least one related record from Campaign History (B) with at least one related record from Activities (C).
Step 2: You want to make sure to limit the Activities to those that occur after the Campaign Responded Date. You do that by going into Filters and selecting Created Date in the Activities section.
Step 3: In the same Filter, select “Field” as the type and in the Value, select “First Responded Date.” The operator should be “greater or equal”
Step 4: If you want to see a specific campaign’s post-responded Activities, add a filter for Campaign Name and enter the campaign name.
This isn’t a perfect solution, but it’s a solution nonetheless.
Note: You can add another layer to this by using Opportunity and creating a filter where the Campaign Responded Date is before the Opportunity Close Date. For this you’d need to use a cross filter for Activities and then filter on dates opened.
Pardot Geeks Blog Article
This Pardot article written by: Ben LaMothe
Original Pardot Article: https://pardotgeeks.com/2024/04/sales-activities-salesforce-report/
Find more great Pardot articles at https://pardotgeeks.com/author/blamothe/
Pardot Experts Blog
We have categorized all the different Pardot articles by topics.
Pardot Topic Categories
- Account Based Marketing (ABM) (7)
- Business Units (14)
- ChatGPT / AI (3)
- Completion Actions (5)
- Connectors (10)
- Custom Redirects (4)
- Data Cloud (1)
- Demand Generation (8)
- Dynamic Content (6)
- Einstein Features (12)
- Email Delivery (17)
- Email Open Rates (3)
- Pardot A/B Testing (2)
- Email Mailability (16)
- Do Not Email (1)
- Double Opt-in (2)
- Opt Out / Unsubscribe (14)
- Email Preferences Page (6)
- Engagement Studio (16)
- Industries (1)
- Non Profit (1)
- Landing Pages (9)
- Lead Generation (1)
- Lead Management (13)
- Lead Routing (3)
- Lead Scoring (16)
- Leads (3)
- Marketing Analytics – B2BMA (9)
- Marketing Automation (1)
- Marketing Cloud (3)
- Marketing Cloud Account Engagement (4)
- Marketing Cloud Growth (1)
- New Pardot Features (6)
- Opportunities (2)
- Optimization (2)
- Pardot Admin (62)
- Duplicates (1)
- Marketing Ops (1)
- Pardot Alerts (1)
- Pardot API (2)
- Pardot Automations (3)
- Pardot Careers (12)
- Pardot Certifications (4)
- Pardot Consulting (1)
- Pardot Cookies (3)
- Pardot Custom Objects (3)
- Pardot Email Builder (8)
- Pardot Email Templates (9)
- HML (6)
- Pardot Events (16)
- Pardot External Actions (1)
- Pardot External Activities (4)
- Pardot Forms (29)
- Form Handlers (8)
- Pardot Integrations (20)
- Data Cloud (1)
- Slack (1)
- Pardot Lead Grading (5)
- Pardot Lead Source (2)
- Pardot Lightning (1)
- Pardot Migration (1)
- Pardot Nurture / Drip Campaigns (1)
- Pardot Personalization (3)
- Pardot Profiles (1)
- Pardot Releases (18)
- Pardot Sandboxes (2)
- Pardot Segmentation (5)
- Pardot Strategy (7)
- Pardot Sync (2)
- Pardot Sync Errors (1)
- Pardot Tracker Domains (5)
- Pardot Training (3)
- Pardot Vs Other MAPs (4)
- Pardot Website Tracking (2)
- Reporting (21)
- Salesforce and Pardot (31)
- Marketing Data Sharing (2)
- Pardot Users (3)
- Salesforce Automation (4)
- Salesforce Flows (1)
- Salesforce Campaigns (20)
- Salesforce CRM (3)
- Record Types (1)
- Salesforce Engage (3)
- Salesforce Queues (2)
- Security and Privacy (1)
- Tags (3)
- The Authors (497)
- Cheshire Impact (9)
- Greenkey Digital (50)
- Invado Solutions (37)
- Jenna Molby (9)
- Marcloud Consulting (6)
- Nebula Consulting (58)
- Pardot Geeks (42)
- Salesforce Ben | The Drip (235)
- SalesLabX (2)
- Slalom (4)
- Unfettered Marketing (45)
- Uncategorized (1)
- Website Tracking (2)
- Website Search (1)
More Pardot Articles
See all posts
