Salesforce: Multiple ways to add people to a Campaign

Salesforce: Multiple ways to add people to a Campaign

I think most of Salesforce admin know, Salesforce is huge, there are so many features that we are not aware and further, Salesforce add hundred of features in every release. So, it is good to keep our knowledge up to date.

In this blog, I would like to share on how to add people in Campaigns. Most of us only know to add Campaign members from Campaign page. But, there are few more ways.

1. Add Campaign Members from Contact/Lead Reports
You can add contacts or leads from contact or lead report, make sure you or your user have this permission: Marketing User checked AND “Edit” on campaigns AND “Read” on contacts/leads AND “Read” on reports. Report should not return more than 50,000 records.

More information here.

2. Add Campaign Members from Contact/Lead Campaign History
From Contact or Lead page layout, scroll down to Campaign History related list, you can add contact or lead to a campaign, this is manual for 1 by 1 addition to member. Make sure to have this permission: “Read” on campaigns AND “Edit” on leads or contacts.

More information here.


3. Add Campaign Members from Contact/Lead View
From Contact or Lead view, you can add multiple contacts or leads, from records return in View, select all or selected records to add to campaign. Make sure to have this permission: Marketing User checked AND “Edit” on campaigns AND “Edit” on contacts or leads

More information here.


4. Add Campaign Members from Campaign itself.
This is the most common way to add campaign members and mostly used .

Posted in: adding campaign members in salesforce,adding contact leads into a campaign,administration,Campaign History,Multiple ways to add people to a Campaign,Salesforce