How-to Guide: Creating a Campaign-centric Salesforce Dashboard

Salesforce Dashboard Guide

The dashboard functionality in Salesforce CRM can be a powerful and effective way for you and other marketing stakeholders to quickly and easily visualise marketing campaign performance and lead, contact and prospect engagement activity.

But it can be tricky to create dashboards in the right way, ensuring all of the relevant Salesforce campaign data is being pulled into the right place, and if necessary, that the dashboards are also integrating with Salesforce Marketing Cloud Account Engagement (formerly Pardot.)

Luckily, our Martech Enablement Consultant, Paul Shefferd, has put together a handy step-by-step guide covering:

  • Salesforce campaign setup, hierarchy and member statuses
  • Report and dashboard creation
  • Dashboard filtering

Submit your details in the form and we'll send the guide to your inbox.

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