Campaigns in Salesforce - A Brief Guide

What is a Campaign?

One of the most underutilized tools in the Salesforce toolbox is the campaign. A campaign functions almost like a folder or container for associated marketing initiatives. A campaign record makes it easier to unite marketing resources and potential clients so that you may plan ahead or assess your progress.

Campaigns are used by marketers to track the number of leads, pipelines, and sales that have been closed as a result of their marketing efforts.

A general rule of thumb is to employ a campaign if there is financial spending associated with an effort because campaigns are excellent for tracking return on investment (ROI).

Here are Some Examples of Campaigns in Use:

Events, conferences, and trade shows

Email marketing
Webinars
Direct mail promotion
Ad banners
Campaigns for calling or telemarketing

Public Affairs

Don't forget to check out: How To Use Salesforce Campaigns in Pardot

Campaign-Related Objects and Related Lists

Campaign Members
Campaign Influence

Campaign Hierarchy

Creating a Campaign in Salesforce

Click New on the Campaigns tab.
Give the campaign a name.
Choose a campaign type, such as an email, webinar, conference, or advertisement.
Choose a campaign status.
Set the Budgeted Cost and Expected Revenue to an estimate for the time being.

Type a description.
Press Save.

How Campaign is related to Lead and Contact

A campaign is related to a Lead and Contact through the Campaign Member Object. The Campaign Member Responded field lets you know whether a lead or contact has reacted to your marketing message, as its name suggests. This enables you to screen out unresponsive leads and nurture those who have responded to your message.

How to Create Campaign and Connect Lead using Apex

//First Step to create a new campaign and Insert it 
Campaign cm = new Campaign(name='Any Name', isactive=true); 
insert cm; 
//Now Create a new lead and Insert it 
lead l = new lead(lastname='new lead test',company='new'); 
insert l; 
// Now we have to create a campaign member which will connect campaign and lead together and insert the campaignmember 
campaignmember mem = new campaignmember(campaignid = cm.id,leadid = l.id); 
insert mem;

Check out another amazing blog by Ashish here: Lightning App Manager in Salesforce - All you Need to Know

Exception in Campaign Member Object

Each record has a distinct ID and can only have either a ContactId or a LeadId, but it cannot contain both of them.

Any attempt to combine both into a single record is successful, however, just the ContactId is entered. On a Campaign, you can, however, make two distinct records: one for the Lead and one for the Contact.

Campaign Restrictions

The "Marketing User" box on the User record must be checked in order to create, update, or delete a Campaign.
There is a limit of 250 leads/contact which can be added from a view and a 50000 lead/contact limit per import file.