About This Guide

This guide outlines the necessary steps to set up and use campaign management. The guide is divided into the following major sections:

  • Preparing Campaigns—Review the marketing business review questions to ensure you have the information you need to set up and use campaign management.
  • Setting Up Campaigns—Configure Salesforce to begin using campaign management.
  • Managing Campaign Workflow—Review the recommended steps to plan, execute, and analyze your campaigns.