can you set up a campaign with accounts being the members instead of contacts?

Question

Our company bases alot of our work in Salesforce around the accounts that we have set up, not so much the contacts for those accounts.  For example, every October we do Fire Safety Events for certain accounts that our field team gets signed up.  We want to be able to set up a campaign based upon all of our accounts, not the contacts. When I go into the campaign I have created there is currently not an option to add members as accounts, only leads or contacts.  Is there a way to get accounts added to the member list of the campaign?  If not, what is the correct way for us to get this set up so we can track this the right way?

Shivanath Devinarayanan · Answer

Hey Tyler,   Just a thought ... you could add the primary contact of that account to the camplagn, the person you co-ordinate with. since your business is B-B I don't think person accounts will be a fit

can you set up a campaign with accounts being the members instead of contacts?

Data Management

관련 학습

도움 더 받기