Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Clone a Campaign with Related Records

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            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.

            Required Editions

            Available in: All Salesforce editions andall Account Engagement editions using a Salesforce connector
            User Permissions Needed
            To clone a campaign:

            Edit on campaigns

            AND

            Marketing User selected in User Details

            When you clone a campaign using the Clone with Related action, you can choose which types of related records to clone. For Salesforce-only users, you can include campaign member statuses. If you’re also using Account Engagement, you can select from snippet assignments, marketing forms, marketing links, and landing pages.

            • Only records from the current, selected business unit are cloned.
            • When you create records through a clone operation, the new records count toward storage limits in Account Engagement and Salesforce.
            • Marketing form records include forms and form handlers.
            • Marketing link records include custom redirects and files.
            • To continue using previously used snippets in a cloned campaign, select Snippet Assignments during the clone operation.
            Warning
            Warning In the new campaign record, some related record fields are overwritten with new or altered data. Review Field Handling for Clone with Related for more information.
            1. Open a campaign record, and click the action menu.
            2. Select Clone with Related.
            3. Select the types of related records that you want to clone, and save your work.
             
            Loading
            Salesforce Help | Article