How do I set up Additional Salesforce Tracking Fields?

Sendoso allows you to map additional fields back to Salesforce beyond the campaign member status. This will help the team pull additional data points into Salesforce for reporting on Sendoso!

In the touch setup, navigate to the "Tracking" section (second to the last page.) Under the campaign member statuses, you'll see an Additional Salesforce Tracking bar. Click to expand.

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Upon expanding this section, you will be presented with a number of additional fields Sendoso can push back to Salesforce.

All you have to do is select the object (Contact, Lead, Campaign, etc.) you want to push the information to and then what field on that object.

Keep in mind that the majority of the time, your Salesforce admin/team will have to create fields if you are wanting to map any of these.

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Sendoso strongly recommends always mapping the "Total $ Spent on Campaign" option so you can report on the campaigns within Salesforce.

If you have any questions surrounding these fields, please contact your Customer Success Manager.

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