Mashmatrix Sheet
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  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
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On this page
  • Add to Campaign
  • Send Pardot Email
  1. Functions about Actions

Marketing Actions

PreviousStandard ActionsNextCustom Actions

Last updated 3 years ago

Add to Campaign

This action adds the selected lead / contact records in the sheet as members to the existing campaign.

When the action is executed, the following dialog will be displayed and you can specify the information of the campaign member.

  • Target Campaign (A) – Select a campaign to add as campaign members.

  • Member Status (B) – Specify the status of the campaign members to be added

The following properties can be set for the "Add to Campaign" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

Send Pardot Email

Using e-mail sending function of Salesforce Pardot, send e-mails to the selected Lead, Contact, or Account records in the sheet.

When the action is executed, Salesforce Pardot's Engage mail transmission screen is displayed.

The following properties can be set for the "Send Pardot Email" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

To execute "Send Pardot Email" action you need a license for Salesforce Pardot and Salesforce Engage. Also, the Salesforce Pardot and Salesforce Engage initial settings must be properly done. Please contact Salesforce for details.