How to Assign Accounts to Campaigns in Salesforce
How to Assign Accounts to Campaigns in Salesforce
Salesforce • Assign Accounts
Here at MarCloud, we have been asked multiple times how to simplify the process of adding Accounts to Campaigns in Salesforce without using an external app. We are happy to announce there is finally a way to do this directly in Salesforce!
The new feature is part of the Summer’21 release and is called ‘Accounts as Campaign Members’.
It’s currently in Beta phase, which means that it has passed the pilot stage and is available to the general public for testing. Despite this, you may require further assistance by a System Administrator to ensure it is set up correctly.
‘Accounts as Campaign Members’ is available to Salesforce Essentials, Enterprise, Professional, Performance, Developer and Unlimited editions.
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