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            Share Campaigns

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            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.

            Required Editions

            Available in: Salesforce Lightning Experience and Salesforce Classic

            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view campaigns: Read on campaigns
            To share campaigns:

            Read on campaigns

            AND

            Marketing User selected in User Detail

            AND

            Campaign Owner on the record

            A campaign’s members and related assets are also governed by org-wide sharing settings. A campaign owner can share a campaign with another user who can’t access certain related records.

            When org-wide sharing settings are set to Public Full Access, the sharing options don't appear on individual campaigns because they can't be shared further.

            1. Open a campaign record and click Sharing (1).
              Action menu that shows Sharing and Sharing Hierarchy labels highlighted.
            2. Click Add, and then select a user, group, role, or territory.
            3. Save your work.

            To view everyone with access to the campaign, open the action menu and select Sharing Hierarchy (2).

            See Also

             
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