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            Considerations for Using Campaigns

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            Considerations for Using Campaigns

            Review the available options and functionalities before working with campaigns in Salesforce Classic, mobile devices, and Experience Cloud sites.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience

            Available in: Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Using Campaigns in Salesforce Classic and Mobile Devices

            The Salesforce mobile app doesn’t include all the functionality that’s available in Lightning Experience on desktop.

            • The Manage Members and Advanced Setup buttons aren’t available.
            • Bulk actions on campaign members aren’t supported on mobile.
            • Campaign Hierarchy is available only as a related list.
            • The View Hierarchy option in a link on the campaign detail page isn’t available. When you view a parent campaign, the Campaign Hierarchy related list shows only the child campaigns. The desktop Salesforce site displays both the parent and child campaigns.
            • When viewing the Campaign Members related list, only the members’ Status appears. However, you can tap members to see more details about them.
            • The Clone function in Salesforce Classic includes campaign member statuses automatically. To include these statuses when you clone in Lightning Experience, use Clone with Related and select the data to copy.

            Experience Cloud Sites

            When working with campaigns within an Experience Cloud site, there are some limitations.

            • The View Campaign Hierarchy action doesn’t appear on campaign detail pages.
            • The Campaign Influence and Campaign Member Status related lists don’t appear.
            • You can’t drill into the Campaign Hierarchy related list.
            • The Add to Campaign action doesn’t appear on the Lead Home or Contact Home pages.
             
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