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Sales Basics
Get to Know Salesforce Campaigns

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Get to Know Salesforce Campaigns

Many cross-functional teams struggle to adequately communicate and hand off important data and resources. Use Salesforce campaigns to bridge the gap between marketing and sales and promote your successes to internal stakeholders. You can define campaign types, organize assets, add members, create campaign hierarchies, and then track and report on campaign performance. Tools like Campaign Influence and Einstein Attribution help attribute success and optimize future campaigns.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

By using campaigns, you can:

  • Identify where money goes and where it comes in.
  • Communicate ROI to internal stakeholders.
  • Understand how leads and contacts engage at multiple touchpoints.
  • Make smarter budgeting decisions based on past campaign performance.
  • Get access to Account Engagement engagement data, Einstein AI tools, and more.
  • Tour the Campaigns Object
    To get familiar with the data in your campaign records, let’s take a tour of the Campaign object.
  • How Campaigns Can Help
    You can use Salesforce campaigns in a variety of businesses and marketing processes throughout the marketing cycle. Campaigns help organize your marketing plan and assets. Plus, when you set up your campaign records effectively, they contain valuable data that you can use to optimize future efforts.
  • Use Campaigns with Other Clouds
    For a more comprehensive picture of your marketing-to-sales funnel, you can align Salesforce campaigns to Marketing Cloud Engagement and Account Engagement.
  • Understand Campaign Hierarchy
    To organize and link individual marketing campaigns together, use parent and child relationships to associate campaigns in a campaign hierarchy. You can think of a hierarchy as a family tree. Metrics from child campaigns roll up to the parent, so you can access data for individual campaigns or in aggregate. You can build a hierarchy to focus on marketing channels, fiscal periods, long-term projects, or any other factor that makes sense for your business. A campaign hierarchy can support up to five levels.
  • Getting Started Worksheet
    Before you begin creating campaigns, think about your business goals, existing processes, and the tactics that your marketing team uses most. Campaign management is most effective when it aligns with the way your business already works. A Salesforce admin can help customize the tactical components of your campaigns that marketers use every day.
  • Campaign Fields
    Understand what each field in a campaign represents. Depending on your page layout and field-level security settings, some fields may not be visible or editable.
  • Things to Know About Campaigns
    Review these considerations before you work with campaigns. Learn more about campaigns, campaign members, and their fields.
 
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