Salesforce平台可以将contact或者lead导入到Campaign中
即给该Campaign 添加Campaign Members,如下图所示:
使用REST API 可以将联系人导入的同时,将其加入指定的Campaign,好不容易调研出来,一定要记录下来,啊哈哈哈~~~~
step1
用户输入要将该联系人加入的Campaign Name
step2
根据Campaign Name查询该Campaign是否存在
- 若存在,则根据Name获取CampaignId
返回:
{
"attributes": {
"type": "Campaign",
"url": "/services/data/v29.0/sobjects/Campaign/7010O00JulqAC"
},
"Id": "7010O00JulAC",
"Name": "test campaign"
}
- 若不存在,则创建一个相应Name的Campaign,并获取CampaignId
- 请求:POST
https://yourinstance.salesforce.com/services/data/v29.0/sobjects/Campaign {"Name":"yonghu create"} - 返回:
{"id":"7010O00JumPQAS","success":true,"errors":[]}}
step3
导入过程中要先创建accountId(公司唯一标识),然后将该accountId作为参数去上传contact
POST https://yourinstance.salesforce.com/services/data/v29.0/sobjects/Account
POST https://yourinstance.salesforce.com/services/data/v29.0/sobjects/Contact
用户导入Cantact或者Leads完成后,获取其ContactId或LeadId
并通过CampaignId与用户指定的Campaign Name建立联系,成为其Campaign Member
请求:POST
https://yourinstance.salesforce.com/services/data/v29.0/sobjects/CampaignMember {"CampaignId":"701200004nAAQ","LeadId":"00Q0O007IyBUAK","ContactId":"0030O002UMQA3"}返回 Campaign Member ID:
{"id":"00v0O000QAN","success":true,"errors":[]}}
至此,就将cantact/lead导入Campaign啦!
REST API:
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm
Campaign参考字段:
https://developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_Campaign.htm
添加Campaign Member参考字段:
https://developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_CampaignMember.htm