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Create or Edit a Campaign

To get started with a new campaign, create a record by filling in the required fields Campaign Name and Currency. To optimize your campaign records for monitoring and reporting, provide details in the remaining fields, such as type and budget. You can also create a campaign by cloning another campaign record.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view campaign lists: Read on campaigns
To create or edit campaigns:

Edit on campaigns

AND

Marketing User selected in User Details
Note
Note If the Campaigns tab isn’t displayed, edit the navigation bar to add it. If you're not able to edit the navigation bar, contact your admin for access.

Work with your team and admin to customize the Campaign object with fields that are relevant to your business. When you provide the right information on a campaign record, you can save time and create more detailed reports. Check out the Getting Started with Salesforce Campaigns Worksheet to organize your ideas.

  1. On the Campaigns tab, click New.
  2. Select a record type, and click Next.
  3. Enter the relevant information, and click Save.

You can edit a campaign field at any time, but changes can affect active automation tools or trigger a statistics recalculation. Verify where a campaign is used before you make changes. To edit a campaign, open it from a list view or related list, and click Edit.

Editing is restricted to users with Read access to the selected campaign’s parent.

See Also