Campaigns are generated in your Salesforce organization for every Group created on Bevy.
Salesforce campaigns will be created with a custom type as Bevy Group: <bevy-group-title>. You can customize this from the admin dashboard settings.
- Log in to your Bevy admin dashboard
- Navigate to the General Settings at
/accounts/dashboard#/admin/settings/general/ - Locate the Salesforce section
- Check "Sync Bevy groups as campaigns"
- Configure the Campaign type for Bevy Groups
- Click Save Settings
Group to Campaign Mapping
- Chapter title (String) → `Name` (truncated to 80 chars)
- Chapter description (String) → `Description`
- Chapter creation date (DateTime) → `StartDate`
- Value in 'Campaign type for Bevy groups' setting (String) → `Type`
For anything additional, we just need to know what the names field names are in Salesforce that correspond to what data you want us to send.