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:
|Description||Long Text Area|
|Total value opportunities||Currency|
|Total value won opportunities||Currency|
Go to Setup=> Customize=>Campaigns=>Fields.
Standard Campaign member fields in salesforce.
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.