Available in: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view campaign lists:
“Read” on campaigns
To change campaigns:
“Edit” on campaigns
Marketing User checked in your user information
Once you have located a campaign on the campaigns home or list pages, click the campaign name to display detailed information. You can also select a campaign name from the Campaign History related list of an associated lead, contact, or person account. If hover details are enabled, hover over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page.
To update a campaign, click Edit, and then change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current campaign and create another.
Use inline editing to edit fields directly on the detail page. If inline editing isn’t enabled, contact your administrator.
To edit a campaign that is a child of another campaign, you must have at least “Read” access on the parent.
Creating Campaign Hierarchies
When creating or editing a campaign you can use the Parent Campaign lookup field to assign a parent to your campaign. In the lookup dialog you can search for an existing campaign or create a new parent campaign. For more information on configuring campaign hierarchies for your organization, see Set Up Campaign Hierarchies.
Calculating Campaign Statistics
The campaign detail includes campaign statistic fields, which are updated automatically and include values from all associated records regardless of whether you have read access to those records. If you have campaign hierarchies enabled, the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy.
The campaign statistics calculation process runs every two minutes and processes one campaign's statistics at a time. If there are a large number of campaigns or campaigns with large numbers of campaign members pending, there may be a delay of 10 minutes or more.
Linking Contacts, Leads, or Person Account to Campaigns
Select an option from the Manage Members drop-down button on the campaign detail page.
Click Advanced Setup to customize the Member Status values for a campaign. The Member Status values are the possible responses that a member can have to the campaign, for example, “Sent,” “Responded,” “Attended.” See Customizing Campaign Setup.
Campaign Related Lists
Hover over the links at the top of a detail page to display the corresponding related list and its records. If Chatter is enabled, hover links display below the feed. An interactive overlay allows you to quickly view and manage the related list items. Click a hover link to jump to the content of the related list. If hover links are not enabled, contact your Salesforce administrator.
The lower portion of the display provides information related to the campaign including activities, attachments, campaign members, campaign hierarchies, and the opportunities that resulted from the campaign. The related lists you see are determined by your personal customization, and by any customization your administrator has made to page layouts or your permissions to view related data. You can click individual items to display additional detail. Click More at the bottom of the page or View More below a related list to display more items.
To view a printable display of all information for the campaign, click Printable View on the campaign detail page. Use your browser’s Print function to print the display.
To share a campaign with other users, groups, or roles, click Sharing. See Sharing Campaigns.
To return to the last list page you viewed, click Back to list at the top of the campaign detail page. If your organization has enabled collapsible page sections, use the arrow icons next to the section headings to expand or collapse each section on the detail page.