Join Christopher Matthew Spencer for an in-depth discussion in this video Campaigns, part of Learning Salesforce Admin.
- [Instructor] Salesforce campaigns are a great tool…for tracking sales and marketing initiatives.…Campaigns track marketing efforts on leads,…contacts, accounts, tasks, activities, and files.…Campaigns within Salesforce allow your team to manage…and maintain focus on their projects,…building prospects, and generating brand awareness.…This can be something like a trade show,…an email marketing campaign, a direct mail campaign,…and you can also track data and team actions,…really anything you can think of can be…managed in a campaign.…
A campaign organizes a list of leads and contacts…and results in a landing page to track responses…and the campaign's success with team collaboration.…Sales teams use campaigns to track…their sales initiatives and keep up with their progress.…Campaigns focus on leads and contacts objects…within the Salesforce system.…Let's check it out and see how it works.…Now we need to be signed in, so the first thing…you'll do is start from the home tab…and use the app launcher which is…the tic-tac-toe here on the left hand side.…
Author
Released
12/13/2018- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
Duration
Views
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Introduction
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1. Getting Prepared
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How to obtain help4m 46s
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Clouds4m 1s
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Editions2m 48s
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Planning the transition3m 48s
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Getting registered3m 24s
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Discovering AppExchange4m 26s
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Chatter11m 34s
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2. Users and Data Visibility
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User admin6m 53s
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Role hierarchy6m 27s
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Sharing rules6m 58s
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Profiles3m 57s
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Permission sets4m 59s
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Restricting logins3m 13s
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Handling login challenges4m 37s
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Object access4m 38s
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Record access5m 34s
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Field-level security4m 39s
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3. Working with Salesforce
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Leads5m 21s
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Web-to-Lead6m
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Accounts and Contacts7m 7s
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Views4m 4s
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Calendars3m 13s
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Cases8m 2s
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Opportunities6m 15s
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Campaigns6m 35s
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Email templates6m 20s
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Teamwork using queues4m 57s
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4. Customizing, Branding, and Social
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Schema Builder5m 44s
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Search and search layouts8m 23s
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Custom buttons and links10m 57s
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Customizing sales paths7m 54s
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5. Reporting
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Building reports9m 58s
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Filtering within reports3m 27s
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Sharing reports4m 9s
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Dashboard building6m 11s
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6. Data Management
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Importing4m 9s
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Updating records7m 25s
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Mass transfer2m 39s
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Mass delete2m 18s
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Backup4m 41s
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7. Data Security
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Health check3m 24s
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Sessions3m 3s
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Network access3m 38s
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Password policies3m 20s
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Handling former users4m 18s
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Conclusion
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Next steps1m 14s
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Video: Campaigns