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            Connect Individual Campaigns Between Account Engagement and Salesforce

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            Connect Individual Campaigns Between Account Engagement and Salesforce

            You can map an Account Engagement campaign to a Salesforce campaign to track campaign activities.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: All Account Engagement Editions with Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To connect individual campaigns: Account Engagement Marketing role
            1. Under Connected Campaigns settings, deselect Use Salesforce to manage all campaigns.
            2. Open the Account Engagement Campaigns page.
              • In Account Engagement, select Marketing and then Campaigns.
              • In the Lightning app, select Account Engagement Campaigns. This tab isn’t visible by default—an admin must add it.
            3. Select the Unconnected Campaigns view.
            4. For the Account Engagement campaign that you want to connect, click Connect to CRM Campaign and then select the associated Salesforce campaign.

            See Also

             
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