Utilizing the Salesforce Connector

The Salesforce connector allows marketers to take data from Salesforce related to campaigns, revenue, and attribute the corresponding Salesforce campaign to marketing investments within Uptempo Financial Management. This enables all data related to the investment to be linked with the Salesforce campaign. The Salesforce connector can provide valuable insight into campaign performance, as well as opportunity, pipeline, revenue through Reports and Dashboards.

1. On the Investments tab, click the Details panel icon in line with your desired marketing investment.

2. On the Details panel under the Returns Connectors section, select your corresponding Salesforce campaign from the drop-down menu.