Summary

In this chapter, we covered how to create campaigns and what the important input fields are on campaign records to increase our visibility of the market. We discovered that both leads and contacts can be added to campaigns, as well as how to add a lead and contact to a campaign.

We went through how to view the campaign history of both leads and contacts and we now know what a campaign hierarchy is and how to add a campaign to a hierarchy.

Finally, we explained how third-party apps can be used to automate campaign responses, cutting out manual work that could be inefficient and unreliable due to human error. We also now know where to find third-party apps on AppExchange to automatically find out when a member signs up.

Now that we have covered sales and marketing, we will look at how Salesforce handles customer service through cases in the next chapter!