Getting Started Worksheet

Before you begin creating campaigns, think about your business goals, existing processes, and the tactics that your marketing team uses most. Campaign management is most effective when it aligns with the way your business already works. A Salesforce admin can help customize the tactical components of your campaigns that marketers use every day.

Required Editions

Available in: all editions

We recommend completing these tasks before you begin.

  • Define your business goals and related metrics.
  • Describe your target audiences.
  • Identify your stakeholders.
  • Inventory your marketing channels and asset types.
  • Organize upcoming campaigns in hierarchies.
Example
Example Download the interactive PDF worksheet: Getting Started with Salesforce Campaigns.