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Considerations for Connecting Campaigns
If you’re setting up Connected Campaigns in a business unit with existing campaigns, keep these considerations in mind.
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 |
Before You Start
- Create an equivalent Salesforce campaign for each Account Engagement campaign, including the default Account Engagement campaigns Website Tracking, Email Plug-In, and Salesforce Sync.
- Organize and dedupe existing Account Engagement campaigns.
- Create the Salesforce record types that you plan to use when syncing campaigns.
Requirements
- Connected Campaigns requires a verified Salesforce connector, a Salesforce login, and an admin to enable the feature.
- For the best experience, don’t turn off Connected Campaigns after you turn it on.
About Record Types
Important Where possible, we changed noninclusive terms to align with our company
value of Equality. We maintained certain terms to avoid any effect on customer
implementations.
- To limit which counterpart campaigns are created in Account Engagement, use record types with Connected Campaigns. In the Connected Campaigns settings, you can deselect record types, if they aren’t needed.
- For best performance, use record types to sync only the campaigns that you expect to connect frequently. It takes time to load all the campaigns in the menu that you use to connect Salesforce campaigns—the fewer campaigns to choose from, the better.
- The Master record type is the default record type for new records. To avoid syncing unnecessary Salesforce campaigns, we recommend that you don’t choose this record type. Work with your Salesforce admin to create alternate record types.
- To connect more than one Account Engagement business unit to a single Salesforce org, create different campaign record types for each business unit.
After You Connect Campaigns
- Salesforce copies marketing forms, marketing links, and list emails from Account Engagement campaigns to their connected Salesforce campaigns. This data counts against your company’s data storage limits.
- The Account Engagement campaign record becomes read-only, so always create campaigns from the Campaigns tab in Salesforce.
- When campaigns are connected, Salesforce replaces the values of these Account Engagement
campaign fields, which can’t be undone.
- Name
- Archive Date (maps to End Date on Salesforce campaigns)
- Cost
- Created By
- Updated By
- Updated At
- Some actions associated with Account Engagement campaigns are removed. The Add Campaign and Connect to CRM Campaign actions no longer appear on the Account Engagement Campaigns tab, and the Account Engagement Campaigns recycling bin is no longer available.
- You can use only active campaigns in automations and completion actions.
Note To support Account Engagement features available within Sales, Salesforce added a user
called B2BMA Integration User to all Salesforce customers who also have Account Engagement.
This new user is read-only, doesn’t affect your Salesforce license usage, and can’t access
or update data by default. If you choose to opt in to the new Account Engagement features
available in Sales, this user enables campaign and engagement data to be shared and copied
between the two systems.
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