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Setting up SFDC Campaigns for InfiniGrow
Setting up SFDC Campaigns for InfiniGrow
Dan Carmel avatar
Written by Dan Carmel
Updated over a week ago

Are you planning on implementing SFDC campaigns, or changing your configuration and want to make sure it will work smoothly with InfiniGrow?

This article will help you understand how SFDC campaigns work with InfiniGrow and how to make sure you are integration-ready.

What's the point of integrating InfiniGrow with SFDC Campaigns?

Is it a must?


But is it highly recommended?


Integrating SFDC will give you data that will enrich attribution and give you a more accurate view of your marketing activities.

By integrating Salesforce Campaigns with InfiniGrow, you’ll enrich your journeys with SFDC data that will l help you make better decisions.

SFDC Campaigns is a powerful tool, so if you're going to implement it, make sure to follow the best practices mentioned in the article below.

Campaign fields InfiniGrow supports:

InfiniGrow supports:

  • Campaign Type

  • Campaign Status

  • Campaign Name

  • Any other field under the campaign object.

For InfiniGrow to make use of the Campaign object, make sure to include Campaign Type and Name in every campaign.

What data should I pull into InfniGrow?

Performance data

InfiniGrow aims to show the story of every account/prospect journey. Because of this, you should pull SFDC Campaigns that can add details on an activity, or a particular channel.

For example: Data about webinar submissions will likely be included as part of the campaign type EQUAL Webinar, and should be attributed to the channel “Webinar”.

Some of the most common SFDC marketing campaigns:

  • Email Marketing

  • Events

  • Content

  • Paid Search

  • Paid Social

  • Display

Here is the rule of thumb: Import data that helps you map touchpoints to channels, content assets, and campaigns.

Let's go back to our webinar submission example. In order to map only webinar attendees and not just webinar invitees, you'll need to add:

campaign status EQUALS ‘attendee’.

This means you'll need to create a rule with both campaign type and campaign status parameters. By combining different campaign fields, you will be able to map pretty much anything.

Another use for an advanced rule is when your campaign type isn't granular enough for it to be mapped to a specific channel, like Paid Social. "Paid Social" can refer to LinkedIn, Facebook, and other social media platforms.

This means you'll need to add an additional mapping rule →

Campaign Type EQUALS Paid Social.


Campaign Name CONTAINS LinkedIn.

Cost data

InfiniGrow also supports tracking costs through Salesforce campaigns (this isn't a must, and you can manage your costs through InfiniGrow). You can pull the actual cost of a campaign through the "Actual Cost" field in Salesforce. Cost data will be used to calculate ROI and efficiency, giving you the ability to analyze the ROI of offline data such as webinars, events, etc.

In order for InfiniGrow to track your costs through SFDC Campaigns, be sure to also push the start and end dates into InfiniGrow.

Based on date data, InfiniGrow can match the campaign cost and performance across all marketing activities and calculate ROI and cost efficiency for each channel/campaign/content.

Structure your campaigns with naming conventions

To turn your SFDC Campaign data into gold with InfiniGrow, we recommend using well-structured naming conventions.

Having a rigid naming convention will help you organize your data in a consistent way, and make operations easier.

If you don't have a strict naming convention or want to improve your existing convention, we recommend using these questions to figure out what will fit your needs:

  • What is the start date (month-year) of the campaign?

  • What is the activity type?

  • What is the name of the campaign?

  • Is the campaign location specific? What locations?

  • Is the campaign vertical specific? What verticals?

  • Is the campaign use-case specific? What use-cases?

For each question, there's an answer, and each answer should have a code name (a shorter version of the full name), like:

  • Start date: 28/01/2022 → 2022-01

  • Activity type: Webinar → WB

  • Name: Data monetization in the free world

  • Optional additions:

    • Location: United States → US

    • Vertical: Technology → TECH

    • Use-case: Monetization → MNTZ

When all combined together:

2022-01_WB_data monetization in the free world_US_TECH_MNTZ

This is what it should look like in a template:

{YYYY-MM}{Activtiy Type Code}{Campaign Name}_{Optional Additions Code}

Using convention naming, you can analyze your data on multiple levels, including type, vertical location, and other layers.

The five pillars of a great naming convention are:

  • Consistency

  • Informativity

  • Granularity

  • Clean Data

  • Easy to Understand, Communicate and Report

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