CONFIGURING CAMPAIGN SETTINGS IN SALESFORCE | Techila
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CONFIGURING CAMPAIGN SETTINGS IN SALESFORCE

CONFIGURING CAMPAIGN SETTINGS IN SALESFORCE

CONFIGURING CAMPAIGN SETTINGS IN SALESFORCE

In Salesforce, User must have Marketing User Licence to create,edit,delete and advanced Campaigning Configurations. Campaign Settings in Salesforce must be made as shown below.

 

Configuring Campaign Settings

 

We can use Standard fields for Campaign and Campaign member Objects to create new Custom Fields in Salesforce. Different types of Standard Fields that are present in campaign object are:

 

Field

Type

Campaign Name

Text

Type

Picklist

Status

Picklist

Start Date

Date

End Date

Date

Expected Revenue

Currency

Budgeted Cost

Currency

Actual Cost

Currency

Expected Response

Percentage

Num Sent

Number

Active

Check Box

Description

Long Text Area

Total Leads

Number

Total Contracts

Number

Converted Leads

Number

Total Responses

Number

Total Value Opportunities

Currency

Total Value won Opportunities

Currency

 

 

Go to Setup | Customize | Campaigns | Fields

 

Customize Campaigns Fields

 

Standard Campaign members fields in Salesforce

 

1.       Campaign

2.       Contract

3.       Lead

4.       Status

 

 

The complete set of Fields will be accessed from the following path

 

Setup | Customize | Campaign | Campaign Members | Fields

 

Customize Campaign Campaign Members

 

These are the Settings for Salesforce Campaign Object.

 

 

Courtesy: http://www.crmsalesforcetraining.com/configuring-campaign-settings-salesforce/

“Explore – Techila Global Services, A Salesforce development company”

Author: techila

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