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 → `Name`
- Chapter description → `Description`
- Chapter creation date → `StartDate`
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.