---
schema_version: "1"
id: af0087a3b2a9abfee3b8bd6e06ca0a2776ca067453f68066129aca04b8690989
title: Create or Edit a Campaign
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/campaigns_edit.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.campaigns_edit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 28dace39a936116559570fa8596b21bd89255bed738de1074ee5c4a560b92500
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25124e75">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25124e75 ">To view campaign lists:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25124e75 ">Read on campaigns</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25124e75 ">To create or edit campaigns:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25124e75 ">
              <p>Edit on campaigns</p>
              <p>AND</p>
              <p style="margin-bottom:0;"><strong class="uicontrol">Marketing User</strong> selected in User
                Details</p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

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](https://www.google.com/url?q=https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/campaigns_planning_worksheet.pdf&sa=D&source=editors&ust=1635436360955000&usg=AOvVaw0s1MmoZFPNNDyHacVULkS7) 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

- [Clone a Campaign with Related Records](https://help.salesforce.com/s/articleView?id=sales.campaigns_clone_with_related.htm&release=264.0.0&type=5 "Clone a campaign record when it contains helpful details you want to use again. When you use the Clone with Related operation, you can choose which field values and related marketing assets to copy to the new campaign.")
- [Campaign Fields](https://help.salesforce.com/s/articleView?id=sales.campaigns_fields.htm&release=264.0.0&type=5 "Understand what each field in a campaign represents. Depending on your page layout and field-level security settings, some fields may not be visible or editable.")