---
schema_version: "1"
id: ef14ae63b0c112b6dc1646196bc8bc41e265af54bcc85efe11e0317b1301fe62
title: Getting Started Worksheet
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/campaigns_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.campaigns_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c09f47028326f4d384ce3b3d3054d1e6f0f31a02a32c6f134c44400692a6d824
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: all editions</td></tr></tbody></table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_example.png)

Example Download the interactive PDF worksheet: [Getting Started with Salesforce Campaigns](https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/campaigns_planning_worksheet.pdf).