Use Salesforce campaigns to align with revenue teams and get access to Salesforce reporting and other platform functionality. To activate these benefits, users who have Account Engagement campaigns must enable Connected Campaigns and map their records.
Note If you purchased Account Engagement after March 22, 2019, Connected Campaigns is partially
enabled by default. Review Get Started with
Connected Campaigns to find mapping and configuration instructions.
- Enable Connected Campaigns
When you enable Connected Campaigns, decide which record types you want to connect and create. - Connect Individual Campaigns Between Account Engagement and Salesforce
You can map an Account Engagement campaign to a Salesforce campaign to track campaign activities. - Connect Multiple Campaigns at Once
The easiest way to audit and organize your campaigns in bulk is to download our mapping workbook. It contains your campaign names and IDs in three worksheets. Copy and paste values from the workbook tabs to align the campaigns in the Connect tab. Then, upload the completed file. - Connect Existing Campaigns with Salesforce Data Loader
Connect multiple existing Account Engagement campaigns to new Salesforce campaigns in bulk using Salesforce Data Loader.