Marketing administration

Marketing administration in Salesforce CRM provides closed-loop marketing automation from within the marketing app, which can be accessed from the App Menu at the top-right corner of the Salesforce CRM screen.

Marketing administration enables integrated marketing functions such as campaign management, lead management, reporting and analysis, response tracking, and campaign effectiveness and it allows users from various departments to centrally access marketing activity.

By default, the marketing administration features provide some level of read-only access to all users. However, to create, edit, and delete campaigns, and carry out advanced campaign and lead management functions, users must have the Marketing User License set on their user record, shown as follows:

Note

The Marketing User License is available as standard for organizations with Enterprise or Unlimited editions and can be applied to any active user.

The following key features are available within Salesforce...