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SFDC Study Points

This document discusses campaign goals, types, hierarchies, and influence. It explains that campaigns typically have lead generation or brand building goals. It lists common campaign types and notes that hierarchies can have multiple levels. It also describes how Campaign Influence allows associating multiple influential campaigns to a single opportunity.

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106 views1 page

SFDC Study Points

This document discusses campaign goals, types, hierarchies, and influence. It explains that campaigns typically have lead generation or brand building goals. It lists common campaign types and notes that hierarchies can have multiple levels. It also describes how Campaign Influence allows associating multiple influential campaigns to a single opportunity.

Uploaded by

kiranmaraka
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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What are your campaign goals?

Campaigns usually have one of the following primary goals: Lead generation Lead generation campaigns include direct mail, email blasts, web seminars, conferences, and trade shows. These types of campaigns directly generate new prospects. In Salesforce, you can easily track the effectiveness of each campaign in terms of the amount of new business generated. Brand building Brand-building campaigns include print advertisements, billboards, and radio advertisements. These types of campaigns may not generate direct responses, so the calculation of campaign ROI may not be as straightforward. Campaigns types: The Type field on campaigns defines the general types of campaigns you might run. Standard values include Advertising, Direct Mail, Email, Telemarketing, Banner Ads, Seminar/Conference, Public Relations, Partners, Referral Program, and Other.

Are you using campaign hierarchies?


If your organization is using campaign hierarchies, consider creating a Hierarchy Level custom picklist that includes all hierarchy levels, such as Tactic, Program, and Initiative. If each campaign is assigned to the appropriate hierarchy level, you can use campaign-hierarchy statistic fields to report on all the campaigns at any level. Each campaign in a hierarchy can have one parent and a parent can have an unlimited number of children. A maximum of five hierarchy levels are allowed in a campaign hierarchy. You can add campaign members to any level in the hierarchy.

Campaign Influence
Campaign Influence allows marketers to measure and report on multiple campaigns that have influenced a single opportunity. Influential campaigns can be associated to opportunities manually or automatically.

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