Support Center | Administration | Release Notes | Winter 19

Winter 19

The release brings some exciting new features and enhancements, scroll down to learn more.

User Security

Manage Campaign Monitor for Salesforce security settings.  Easily add or remove Salesforce permission sets and link / create Campaign Monitor users. To learn more about permissions click here.

Import Wizard now supports SOQL

The import wizard allows you to add Salesforce records to Campaign Monitor from either a report or list view. This update allows you an additional source in the form of a SOQL editor. Navigate to a subscriber list in Salesforce, and select the import wizard. You can choose then to import via the SOQL editor.

The SOQL editor is an advanced feature and requires knowledge of Salesforce Object Query Language. If you are not familiar with SQOL, you may want to checkout the Salesforce Trailhead Write SOQL Queries

Field Mappings

Field mappings now has been given a face list with the lighting look and field. The Field Mappings screen (formally Custom Field Mappings) can now be found within a subscriber list.

The ability to create new Salesforce Leads and Contacts from new Campaign Monitor now has it's own menu (also on the subscriber list home page).

New Support Site

We have totally revamped the support site and made it specific to Campaign Monitor for Salesforce www.cm4sf.com/support. It now includes more videos, pictures and updated text and search. We'd love to get your feedback so please use the feedback form at the bottom of each article.

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