If you’re new to Salesforce and Account Engagement, the Connected Campaigns feature is
already partially enabled. Connect campaigns to save time, reduce clutter, and access valuable
cross-product features. For example, work with Campaign Influence attribution models, Engagement
History, and Einstein Campaign Insights for a complete view of your business. Plus, you can work
with prospects and engagement data without leaving Salesforce.
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
|
To streamline the way that you provide multifaceted campaign data to sales and marketing teams,
connect your Salesforce and Account Engagement campaigns. As a prospect interacts with the
marketing assets on a Account Engagement campaign, metrics are pushed to its equivalent
Salesforce record. From there, marketers can track influence, and sales users can clearly see the
prospect’s journey to becoming an opportunity.
- Get Started with Connected Campaigns
If you purchased Account Engagement after March 22, 2019, Connected Campaigns is partially enabled by default. To configure campaigns to work best for your business, complete a few tasks.
- Considerations for Connecting Campaigns
If you’re setting up Connected Campaigns in a business unit with existing campaigns, keep these considerations in mind.
- Migrate to Connected Campaigns
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.
- Campaign Member Sync
As you connect your campaigns, decide whether to sync prospects into those campaigns. When you turn on Member Sync for connected campaigns, prospects appear in Salesforce as campaign members.
