Loading
Prepare for Email to Become the Default Login ExperienceRead More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Basics
Working with Campaigns

You are here:

  1. Salesforce Help
  2. Docs
  3. Sales Basics

Working with Campaigns

Salesforce campaign records support your team throughout the campaign lifecycle. Use campaigns to communicate and share resources with coworkers during planning and execution, and then monitor and report on campaign successes.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
  • 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.
  • Clone a Campaign with Related Records
    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.
  • Create a Campaign Hierarchy
    To organize campaigns and link them together, you can associate them with parent and child relationships in a campaign hierarchy. When you run reports, metrics from the child campaigns roll up to the parent.
  • Share Campaigns
    Like all Salesforce objects, your sharing model governs campaigns access. To make sure that the right colleagues have access to the right campaigns, a campaign owner or Salesforce admin can extend sharing for your own campaigns one by one.
  • Track Campaign Field History
    You can track the changes made to selected fields on the campaign. Each time a user modifies a tracked field, the date, time, user, and changes appear in the related list.
 
Loading
Salesforce Help | Article