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 |
-
Under Connected Campaigns settings, deselect Use Salesforce to manage all
campaigns.
-
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.
-
Select the Unconnected Campaigns view.
-
For the Account Engagement campaign that you want to connect, click Connect to
CRM Campaign and then select the associated Salesforce campaign.
