How to create campaigns 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
|
13 steps
|
27 seconds
Salesforce
1
Click "Campaigns"
2
Click "New" *Note: you must be a Marketing User with the correct permissions to create and manage campaigns.*
3
Click the "Campaign Name\*" field and name your campaign.
4
Select the Type of campaign.
5
Click the "Active" field.
6
Click the "Start Date" field.
7
Click the "End Date" field.
8
Click "Save"
9
Click "Related"
10
Click "Add Contacts"
11
Here you can add Leads or Contacts to the campaign.
12
Click "Next"
13
Click "Submit"