Campaign tracking for marketing initiatives
Key Takeaway
A campaign record groups one marketing effort, so marketing can show what that effort produced, from responses to opportunities.
A campaign is a Salesforce record that works like a folder for one marketing effort, such as an email, an ad, a webinar, or a conference. It groups the people you targeted and their responses, along with the money spent and the opportunities that followed. Marketing can then show what each effort produced and plan future budgets based on past results.
What campaigns do and who can create them
A campaign record groups the marketing assets and the interested customers for one marketing effort. Marketers use campaigns to see how many leads they generate, how much pipeline they build, and how many deals they close because of that effort.
Campaigns are available in Salesforce Classic and Lightning Experience, in these editions:
- Professional
- Enterprise
- Performance
- Unlimited
- Developer
A user needs two things to create campaigns: the "Marketing User" checkbox selected on their user detail page, and permission to create campaigns.