Utilizing the Salesforce Connector

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The Salesforce connector allows marketers to take data from Salesforce related to campaigns and revenue, and attribute the corresponding Salesforce campaign to Marketing Activities within Allocadia. This enables all data related to the activity to be linked with the Salesforce campaign. The Salesforce connector can provide valuable insight into campaign performance, as well as opportunity pipeline and revenue through Reports and Dashboards.

  1. On the Activities Tab (formerly Budget Tab), click the Details Panel icon in line with your desired Marketing Activity
  2. On the Details Panel, under the Returns Connectors section, select your corresponding Salesforce Campaign from the drop-down menu
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