We current;y sync most of our marketo programs to salesforce campaigns on the SFDC Campaign Object, but would like to use this object in more depth to track budgets, spending, and ROI to help give other internal teams greater visibility to the programs running as well a how each program is performing.
Does anyone have any best practices, resources, or links to other discussions that could help get us started with this?
Thank you in advance for your help!
Solved! Go to Solution.
Hey Nicole,
Great Question!
There are 2 things that you're going to want to nail down in order to get the most value out of the campaign objects (and a little bit of customization on the SFDC side):
Once you've got that the easiest thing to do is create some custom fields in your Salesforce campaign object to calculate the information you're looking for.
You can create some pretty cool results and the best part is, most of the work is on your Salesforce admin
If you'd like to reach out (guy@g8technological.com), I've probably got some documentation I can share with you somewhere,
-Guy
Hey Nicole,
Great Question!
There are 2 things that you're going to want to nail down in order to get the most value out of the campaign objects (and a little bit of customization on the SFDC side):
Once you've got that the easiest thing to do is create some custom fields in your Salesforce campaign object to calculate the information you're looking for.
You can create some pretty cool results and the best part is, most of the work is on your Salesforce admin
If you'd like to reach out (guy@g8technological.com), I've probably got some documentation I can share with you somewhere,
-Guy