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            Enable Accounts as Campaign Members

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            Enable Accounts as Campaign Members

            To let users include accounts in campaign member lists and reports, turn on the feature and update page layouts.

            Required Editions

            Available in: Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To enable Accounts as Campaign Members:

            Modify All Data

            AND

            View Setup and Configuration
            To add or edit accounts as campaign members:

            Marketing User selected in User Detail

            AND

            Edit and Read on campaign

            AND

            Read on account
            1. From Setup, in the Quick Find box, enter Accounts, and then select Accounts as Campaign Members.
            2. Enable the feature and save your change,
            3. Add the Campaign History related list to Account page layouts.
            4. To view accounts as campaign members in a custom report type, select the Campaign object as primary and the Account object as secondary.

            When you enable Accounts as Campaign Members, a new standard report, Campaigns with Accounts, becomes available. The Add to Campaign button also appears on any report that uses Account as the primary object.

             
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