Setting up Additional Salesforce Tracking Fields

  • Updated

Sendoso enables 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 campaign 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.

Screen_Shot_2022-05-20_at_10.03.46_AM.png

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.

Screen_Shot_2022-05-20_at_1.12.46_PM.png

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.

Was this article helpful?

0 out of 1 found this helpful

Have feedback about this article? Click here to share your thoughts.