To let users include accounts in campaign member lists and reports, turn on the feature and update page layouts.
Required Editions
| Available in: Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable Accounts as Campaign Members: |
Modify All Data AND View Setup and Configuration |
| To add or edit accounts as campaign members: |
Marketing User selected in User Detail AND Edit and Read on campaign AND Read on account |
- From Setup, in the Quick Find box, enter Accounts, and then select Accounts as Campaign Members.
- Enable the feature and save your change,
- Add the Campaign History related list to Account page layouts.
- To view accounts as campaign members in a custom report type, select the Campaign object as primary and the Account object as secondary.
When you enable Accounts as Campaign Members, a new standard report, Campaigns with Accounts, becomes available. The Add to Campaign button also appears on any report that uses Account as the primary object.