Note: A Campaign in Conquer (not to be confused with a Salesforce campaign), is built from a Salesforce report, which we refer to as the source report.
The Source Report provides the base data upon which a Conquer Campaign is built. Conquer Campaigns can involve any reportable object in Salesforce. In this example, we will use Leads, but the same best practices will apply to all objects in Salesforce.
Under the “Show” drop-down menu, select “All Leads.” When a Conquer Campaign refreshes, the report is run again in Salesforce. The credentials used to run the report are the Configuration Account’s credentials. That means if a source report is built with “My Leads,” it will look fine to the person who created the report, but when the Campaign updates, the report will attempt to pull in records owned by the Configuration Account:
Filters and columns also rely on the Configuration Account, so the Configuration Account needs to have Read access to all fields used as filters and columns in the report.
If you want to build a Campaign that only serves users the records that they own, you’ll use the “Record Owner Distribute” feature, which will be covered below.
Apply filters to your report to ensure that only the desired records appear in the report. In the case of Leads, this will include the “Converted equals ‘False’” filter to keep converted Leads out of the report.
Once you’ve applied your desired filters, it’s time to format your report. The report must be in Tabular format:
The Source Report will need the following fields as columns:
- Object ID
- Phone number
- Backup phone number (optional)
- A Name field
- Object Owner ID (if using “Owner Distribute”)
- Any other relevant information, such as the prospect’s company
Conquer starts dialing at the top of the report, so if the sort order of the campaign is important, be sure that the highest priority records are at the top of the report.
Run the report to be sure it contains the correct records, then save the report in a public reports folder. The “DialSource Reports v3” folder will work, or you can create a separate folder for Conquer Campaigns, provided the folder is public:
Be sure to give your report a unique Report Name - this will be important during Campaign creation (next step). Technically, Salesforce will allow multiple reports to be saved with the same Report Name, provided the Report Unique Names are different, but this is definitely not the best practice.
Note: Conquer Campaigns do not support Salesforce "Row Level Formulas". These formulae are built within the Salesforce Report Builder UI, and they allow combining information from one or more Report columns into a new column. If a customer has the need to include a formula in a Source Report for a Conquer Campaign, we do support Salesforce "Formula Fields". These are created in Object Manager in the Salesforce Setup menu, and they offer similar functionality to Row Level formulae, but they live on the object itself as a field, rather than only existing in Reports.