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            Getting Started Worksheet

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            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.

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            We recommend completing these tasks before you begin.

            • Define your business goals and related metrics.
            • Describe your target audiences.
            • Identify your stakeholders.
            • Inventory your marketing channels and asset types.
            • Organize upcoming campaigns in hierarchies.
            Example
            Example Download the interactive PDF worksheet: Getting Started with Salesforce Campaigns.
             
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