To know exactly what you are spending on gifts, this feature will give you that option to also see this data in your salesforce account.
This feature will give you the option to push the cost of a send against the corresponding Campaign Member, Lead and Contact objects. To push the cost in to these objects, the user will have to specify the custom fields that will receive this new value against each Salesforce object (steps to setup listed below).
Companies who use Salesforce will be able to track ROI and the sends cost on a more granular level within their Salesforce instances This will provide more send data, track overall spending, and track limits in Salesforce. Accessible to Admins and only 1 setup per organisation needed.
How to turn 'Sync recipient cost' on
*One admin turns this on for your entire organisation.
Head to Settings > Integrations > Find Salesforce and Hit 'Advanced Options'
Toggle on 'Sync campaign cost'
*for more information about syncing campaign costs; please check the following article
Underneath you will find the following fields
- Campaign member object
- Lead member object
- Contact member object
Create the fields in SFDC
You can choose to create all 3 fields, but if you only need 1 or 2 you can also do this.
*If you had a managed package before some of these fields might already exist in your SFDC instance, you can use those API names and add them in the corresponding box.
In SFDC go to Setup > Object Manager and find the related field
Here go to Fields & Relationships and click new.
Create a Currency field
Click next and fill out the field
Click next and here you select the visibility for the different SF users
Check your fields and hit Save
From here find the API name and copy and paste in the Reachdesk instance in the respective fields
Please also see this video for creating the fields in SFDC.
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