Creating a New Campaign in Salesforce
guide provides step-by-step instructions on how to create a new campaign in Salesforce. It includes navigating to the relevant page, entering campaign details such as name and start/end dates, selecting the advertisement type, and adding contacts. Following this guide will help users effectively set up and manage campaigns in Salesforce.
Amber Kahr
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13 steps
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27 seconds
Salesforce
1
Click "Campaigns"
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Click "New" *Note: you must be a Marketing User with the correct permissions to create and manage campaigns.*
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Click the "Campaign Name\*" field and name your campaign.
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Select the Type of campaign.
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Click the "Active" field.
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Click the "Start Date" field.
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Click the "End Date" field.
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Click "Save"
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Click "Related"
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Click "Add Contacts"
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Here you can add Leads or Contacts to the campaign.
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Click "Next"
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Click "Submit"