Campaigns and Campaign Members

You could say, “C’mon, we were supposed to talk about Sales Cloud, and here it seems we will be learning about campaigns?” Are these marketing campaigns? Yes and... no! In Salesforce Sales Cloud, we have functionalities similar to marketing tools because we have access to the Campaign and Campaign Member functionalities. What are they used for? Imagine that our marketing department is running a campaign targeting our biggest clients. During this campaign, the sales team needs to contact representatives of the largest clients to invite them to an event planned for a few months later. The ultimate result of this contact should include whether the client’s representative was contacted, whether they received an invitation and information about who accepted it so that the marketing department can efficiently count the guests and plan the event. The entire event can be planned using Campaigns. In a Campaign, you can name the campaign...