Campaign Management Implementation Guide and Best Practices

This guide outlines the necessary steps to set up and use Campaign Management. The guide is divided into the following major sections:

  • Campaign Preparation: Review the marketing business review questions to ensure you have the information you need to set up and use Campaign Management.
  • Campaign Setup: Configure Salesforce to begin using Campaign Management.
  • Campaign Workflow: Review the recommended steps to plan, execute, and analyze your campaigns.
  • FAQs: Answers to commonly asked questions about Campaign Management.


Download Campaign Management Implementation Guide