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Enable Connected Campaigns
When you enable Connected Campaigns, decide which record types you want to connect and create.
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 campaigns: | Account Engagement Administrator role |
Before you enable the feature or begin connecting campaigns, we recommend that you outline how your campaigns relate to each other. Consider the following tasks. For best results, make sure that every campaign you want to use has a counterpart.
- Identify the Account Engagement campaigns that you want to keep. Do their equivalent Salesforce campaigns exist?
- Identify the Salesforce campaigns that you want to keep. Do their equivalent Account Engagement campaigns exist?
- Identify which Account Engagement campaigns, if any, must stay in Account Engagement only.
- Create record types or assignments to organize your campaigns.
When the preparation is complete, head over to Account Engagement Settings and get started with Connected Campaigns.
- The B2BMA Integration user doesn’t need the Account Engagement Marketing User role to enable and work with Connected Campaigns.
- Make sure that you create counterpart campaigns in Salesforce for Account Engagement default and required campaigns, including Website Tracking and Salesforce Sync. If you aren’t using the Email Plug-in campaign, delete it before you connect.
- A Account Engagement campaign is updated or created each time the Salesforce campaign is edited by a person or process. To limit the number of campaigns created in Account Engagement, identify a cut-off date for replication.
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Open the Connected Campaigns page.
- In Account Engagement, open Settings and click Edit. Scroll to Connected Campaigns.
- In the Lightning app, select Account Engagement Settings and then Connectors. Click the gear icon to edit the Salesforce connector, and select the Campaigns tab.
- Select Enable Connected Campaigns and Engagement History.
- Select the Salesforce campaign record types that can be connected.
- Save your work.
The previous steps prepare your org for the alignment stage of setup. Unconnected campaigns continue to show in both places. Now, your marketing team can connect campaigns individually or in bulk.
After they’re done, complete the setup process by giving Salesforce access to manage the campaigns.
- On the same connector settings page, select Use Salesforce to manage all campaigns.
- To reduce the number of campaigns that are replicated over time, enter a date under Limit Campaign Creation by Date.
- To let Account Engagement users continue to see the remaining unconnected campaigns, select Show Unconnected Campaigns.
Users now manage campaigns only in Salesforce.
