Free Salesforce Marketing Templates

Round-robin and territory rules for web leads with marketing source preservation. Free config csv download — ~45 min setup on Salesforce.

Config CSV · ~45 min · Advanced

Standard columns for account name, domain, tier, owner, and intent score import.

List CSV · ~25 min · Intermediate

Map marketing statuses: Sent, Opened, Clicked, Registered, Attended, MQL.

Config CSV · ~25 min · Intermediate

Campaign member responded statuses mapped to lifecycle stages and reports. Free config csv — ~15 min on Salesforce.

Config CSV · ~15 min · Beginner

Opportunity Closed Won → create CS case + onboarding task + notify channel.

Flow JSON · ~40 min · Advanced

Content Calendar template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner

Map form submits, trials, and purchases to analytics events with validation steps before launch.

MD · ~15 min · Beginner

Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.

MD · ~15 min · Beginner

Score bands, MQL cutoff, routing rules, and model refresh cadence for marketing ops. Free md — ~25 min on Salesforce.

MD · ~25 min · Advanced

Email Drip template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner

Event Taxonomy template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner

Lead → MQL → SQL → opp → won rates by source with monthly trend columns. Free report csv — ~30 min on Salesforce.

Report CSV · ~30 min · Advanced

Lead status → MQL/SQL definitions, conversion triggers, and field requirements. Free config csv — ~15 min on Salesforce.

Config CSV · ~15 min · Beginner

List Hygiene template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner

Stage definitions and probability for marketing-sourced and influenced deals.

Pipeline CSV · ~30 min · Intermediate

Data extension filters, entry events, re-entry rules, and exit criteria templates. Free md — ~30 min on Salesforce.

MD · ~30 min · Advanced

Scoring threshold, required fields, SLA timers, and recycle rules documentation. Free config csv — ~25 min on Salesforce.

Config CSV · ~25 min · Intermediate

Report types and filters for marketing-sourced MQLs by channel and campaign.

Config CSV · ~30 min · Intermediate

Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.

MD · ~15 min · Beginner

Offline Conversion template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner

Primary contact, champion, economic buyer roles — required fields and reporting impact.

MD · ~20 min · Intermediate

Stage, probability %, avg duration, and required fields for forecast hygiene. Free config csv — ~15 min on Salesforce.

Config CSV · ~15 min · Beginner

Explicit + implicit scoring dimensions, grade thresholds, and profile fit rules. Free config csv — ~25 min on Salesforce.

Config CSV · ~25 min · Intermediate

Report filters, folder structure, and subscription recipients for marketing-sourced pipe.

MD · ~15 min · Beginner

Campaign member statuses, influence model, and marketing-sourced opp report fields. Free config csv — ~30 min on Salesforce.

Config CSV · ~30 min · Advanced

Field map: lead → contact/account/opportunity with HubSpot property equivalents.

Config CSV · ~25 min · Intermediate

Honey pot, disposable email domains, and velocity checks before lead creation.

Flow JSON · ~40 min · Advanced

Webinar Runbook template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner

Workflow Starter template for Salesforce — documented triggers, field maps, and QA steps ops can deploy in one working session.

MD · ~15 min · Beginner