Configuring Campaign settings in salesforce

Campaign settings in salesforce : In our previous salesforce tutorial we have learned about how to plan campaigning in salesforce. In this CRM salesforce training tutorial we are going to learn about Campaign settings in salesforce . Configuring different  campaign settings in salesforce management makes us to identify who should have access to campaigns.

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.

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.

Standard Campaign member 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=>Campaigns=>Campaign Members=>Fields.

These are the settings for salesforce campaign object. In our next salesforce tutorial we will learn about How to create salesforce campaign.