#announcements
Important info for Customer Marketers & Community members
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Happy new year all! Huge favor to ask - can anyone share a screenshot of how they've set up their roll up field in hubspot or sfdc for customer marketing activities? In other words, how are you all setting up how you capture reviews, references, referrals, case studies, Speaker engagements, UGC, etc?
reminds me I should track customer marketing activities in salesforce and gainsight.
I don’t know what the rollup field is in SFDC, but Leslie Barrett wrote a post on on using Salesforce to track, maybe there is an answer there.
BTW, I’m so glad you posted here @Kevin Swecker and ty for @Randy Ksar for responding - anyway you can share what that looks like in either of those platforms?
@Andru Creighton at Orca has tools hooked into Salesforce specifically for keeping track of activities from advocates.
We have a custom object in SFDC to track our advocates and their activities. This was something I inherited and I recommend thinking twice before adding a custom object for this because it tends to be difficult to report and be actionable, but it does allow for proper tracking. I’m happy to walk you through this some time.
Hey @Michael Sciano thanks for the flag! @Randy Ksar @Kevin Swecker @Jennifer Blanco Happy to share more on the Orca front as it relates to native Salesforce solutions like Michael flagged or generally about what I’ve seen with custom fields or other salesforce functionality.
I was wondering the same @Kevin Swecker, if any resources have been shared with you, could you also share them with me?
@Andru Creighton maybe we could do a call where we talk about this option in SFDC and what you’ve seen? I have Fridays in February. LMK
@Jennifer Blanco I’d love to see what you have done if you ever want to share.
@Mary Green (Owner CMAweekly) thanks for opportunity, I’ll shoot you a message and we can coordinate from there!