Use Salesforce with an AI Browser for Campaign Research

If you use Salesforce and you regularly need to research a campaign or partnership before it ships, the bottleneck is usually the same: Salesforce holds part of the context, but campaign research also needs signals that live outside it - on the public web, in LinkedIn, in news, in other connected apps. Strawberry is built to combine the Salesforce context with the rest of the browser, and run the full workflow as a companion you can re-trigger every week.

This page describes specifically how Strawberry handles campaign research when Salesforce is one of the inputs. It names the Salesforce surfaces involved, the signals the workflow actually needs, an example prompt you can paste, and what a good output looks like.

The job a marketer, founder, partnership manager is trying to do

The goal of campaign research is to gather the context needed to brief, target, and de-risk a campaign before spending budget. The success metric is concrete: campaign launches on time, CAC within target, and creative does not need a rewrite mid-flight. That definition matters because it shapes what Salesforce needs to contribute to the workflow.

What signals campaign research actually needs

For each signal below, here is whether Salesforce can contribute directly or whether Strawberry has to find it via the browser:

• Audience segmentation (who exactly buys this) - Salesforce does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
• Competitor messaging already in the space - Salesforce does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
• Winning ad examples (Meta Ad Library, LinkedIn) - Salesforce stores or surfaces this directly. Strawberry reads it through the connected integration.
• Channel-fit (does the audience even read this channel) - Salesforce does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
• Creative reference library - Salesforce does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
• Compliance constraints (data, privacy, claims) - Salesforce does not contain this directly. Strawberry uses the browser plus public sources to fetch it.

What Strawberry can do inside Salesforce

Strawberry can read an Account or Opportunity, pull related Contacts and Activities, and combine that context with web research for high-touch deal preparation.

Salesforce surfaces Strawberry uses for this workflow: accounts, opportunities, contacts, leads, reports.

How Strawberry runs campaign research with Salesforce

1. Strawberry opens the Salesforce accounts that contains the relevant context.
2. The companion pulls related context from Salesforce (opportunities, history, attached files) where it exists.
3. For the parts Salesforce does not store, Strawberry uses the browser - web search, LinkedIn, news, the prospect's website.
4. Strawberry synthesises the output in the shape this workflow needs: A campaign brief.
5. A human reviews before any external action (send, update, post). Then the approved output is saved back to Salesforce or your system of record.

Example Strawberry prompt

Paste this in a new Strawberry chat with Salesforce connected. Adjust the specifics to your actual ICP, role, or topic.

Read this Salesforce accounts and any linked context.
Then run a full campaign research workflow on it. Use the browser to fill any gaps not in Salesforce.
Return the output in the shape we use for campaign research: A campaign brief: audience, channels, messaging hypotheses, creative refs, KPIs, risks.
Do not send anything externally. Save the draft to me to review.

What a good campaign research output looks like

Here is what a finished output for campaign research should look like in practice. The specifics will change for your use case, but the shape should look similar:

• Campaign: AI browser launch on Meta Ads - Nordic ICP
• Audience: founders + ops leads at 10-200 person SaaS companies in SE/DK/NO
• Channels: Meta Ads (primary), LinkedIn (secondary), founder LinkedIn organic
• Messaging: 'The browser that does the boring work' - 3 variants
• Risks: Meta still needs Business Verification stable; budget capped at €500/wk in test phase

Why Salesforce for this, and where to use a different tool

Salesforce is strong for this workflow because Strawberry can read an Account or Opportunity, pull related Contacts and Activities, and combine that context with web research for high-touch deal preparation.

Where Salesforce falls short Salesforce permission model is strict; custom objects and field-level security limit what agents can read; API call limits apply.

Consider also LinkedIn or ZoomInfo.

Common mistakes when running campaign research

• Skipping competitor analysis and rebuilding a positioning someone else already won
• Guessing at audience instead of pulling real segmentation
• No creative references so the team designs in a vacuum

Connecting Salesforce to Strawberry

Salesforce OAuth - production access requires Connected App configuration in the user's org. Once connected, the companion can read the surfaces above without re-authenticating, and any write action still requires explicit human approval the first time the workflow runs.

Caveats

Do not let any AI agent send emails, update CRM records, or change shared systems without a clear approval step. Strawberry is strongest when the workflow combines browser context with connected-app context and a human review for sensitive actions.