Using campaigns

Campaigns are outbound marketing initiatives used by marketers. The reason campaigns are so important is that they are a primary means of obtaining leads and starting the sales cycle. You can look at campaigns as buckets that bring together leads, contacts, and opportunities.

A business use case

You are a marketing rep at XYZ Widgets. You have been tasked with delivering a webinar and you need to create the webinar campaign in Salesforce, as well as inviting attendees and tracking their progress. Let's see how this is done.

Creating a campaign

Let...