Salesforce平臺可以將contact或者lead導入到Campaign中
即給該Campaign 添加Campaign Members尺迂,如下圖所示:
使用REST API 可以將聯系人導入的同時疗锐,將其加入指定的Campaign仍秤,好不容易調研出來检激,一定要記錄下來肥荔,啊哈哈哈~~~~
step1
用戶輸入要將該聯系人加入的Campaign Name
step2
根據Campaign Name查詢該Campaign是否存在
- 若存在盒发,則根據Name獲取CampaignId
返回:
{
"attributes": {
"type": "Campaign",
"url": "/services/data/v29.0/sobjects/Campaign/7010O00JulqAC"
},
"Id": "7010O00JulAC",
"Name": "test campaign"
}
- 若不存在佳簸,則創(chuàng)建一個相應Name的Campaign年局,并獲取CampaignId
- 請求:POST
https://yourinstance.salesforce.com/services/data/v29.0/sobjects/Campaign {"Name":"yonghu create"} - 返回:
{"id":"7010O00JumPQAS","success":true,"errors":[]}}
step3
導入過程中要先創(chuàng)建accountId(公司唯一標識),然后將該accountId作為參數去上傳contact
POST https://yourinstance.salesforce.com/services/data/v29.0/sobjects/Account
POST https://yourinstance.salesforce.com/services/data/v29.0/sobjects/Contact
用戶導入Cantact或者Leads完成后刷晋,獲取其ContactId或LeadId
并通過CampaignId與用戶指定的Campaign Name建立聯系,成為其Campaign Member
請求:POST
https://yourinstance.salesforce.com/services/data/v29.0/sobjects/CampaignMember {"CampaignId":"701200004nAAQ","LeadId":"00Q0O007IyBUAK","ContactId":"0030O002UMQA3"}返回 Campaign Member ID:
{"id":"00v0O000QAN","success":true,"errors":[]}}
至此撒犀,就將cantact/lead導入Campaign啦福压!
REST API:
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm
Campaign參考字段:
https://developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_Campaign.htm
添加Campaign Member參考字段:
https://developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_CampaignMember.htm