Automation: Manage Accounts in Salesforce Campaigns

The Salesforce Campaign actions allow you to automatically take the following actions in Salesforce campaigns:

• Add Account to Campaign
• Remove Account from Campaign
• Change Account Status in Campaign

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration. 
• Demandbase must be integrated with Salesforce.
• You must have active Salesforce Campaigns.

Add Account to Salesforce Campaign

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Salesforce > Add Account to Salesforce Campaign.
4. In the right sub-action panel, complete the following drop-downs: 
   • Campaign: Campaign to add accounts to.
   • Member Status: Status to assign accounts added to the campaign.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Remove Account from Salesforce Campaign

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Salesforce > Remove Account from Salesforce Campaign.
4. In the right sub-action panel, go to the Campaign drop-down and select the campaign you want to remove accounts from. 
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Change Account Status in Salesforce Campaign

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Salesforce > Change Account Status in Campaign
4. In the right sub-action panel, complete the following drop-downs: 
   • Campaign: Select the campaign with the accounts’ statuses to change.
   • Member Status: Select the new status to assign the accounts.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.