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Setting Up A Salesforce Campaign for Sales Accelerator

Last Updated: Oct 25, 2016 07:48PM EDT
How do I set up a Salesforce Campaign for Sales Accelerator?
After linking your Sharpen and Salesforce accounts, you will need to create a Campaign in Salesforce to be used with Sharpen Sales Accelerator.

  1. Log in to Salesforce.
  2. Navigate to Campaigns.
  3. Click the New button.
  4. Make the following changes at minimum:
    • Campaign Name - This is how the campaign will be referenced in Sharpen Sales Accelerator.
    • Active - This must be checked to appear in Sharpen Sales Accelerator.
    • Type - This must be set to "Fathom Sales Accelerator"

  5. Click Save. You will be taken to the Campaign Details page.
  6. Click the Advanced Setup button.
  7. Click Edit in the "Member Status Values section.
  8. Click the Add More link until you have enough fields for each step of your campaign. You must have at least one field for "Sent".
  9. Enter each step of your Campaign. An example of steps you might use:
    • Call-1
    • Email-2
    • Email-3
    • Call-4
    • Call-5
    • Qualified
    • Not Interested
    • Do Not Contact
    • Meeting Set
    • Campaign Completed
    • Sent

  10. Once done, click Save.

You will now be able to select and configure your Campaign as a Cadence in Sharpen Sales Accelerator.

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