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Report on Activities from Leads or Contacts in a Campaign

Data pubblicazione: Apr 3, 2026
Descrizione


Since the act of adding Activities to Contacts or Leads does not directly link them with the source Campaign, it is not possible to report on Activities from Campaign Members.

To request this functionality for a future release, see Associate a Task with Lead and a Campaign on the IdeaExchange.

Risoluzione

Workaround


1. Create a new Custom Report Type for Campaigns with Contacts with Activities 
2. Create a new Custom Report Type for Campaigns with Leads with Activities
3. Create 2 new, separate reports using these report types. 

 

1.  Create a Custom Report Type for Campaigns with Contacts with Activities


1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types. 
2. Click New Report Type. 
3. Select Campaigns as the primary object. 
4. Name the report type Campaigns with Contacts with Activities.
5. Select the folder to save the report (for example, "Other Reports or Campaigns"), then click Next. 
6. Add the child objects Contacts and Activities, then specify:
 
  • Campaigns (A) 
  • with at least one related record from Contacts (B) 
  • with at least one related record from Activities (C) 

7. Click Save. 
 

2.  Create a Custom Report Type for Campaigns with Leads with Activities


1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types. 
2. Click New Report Type. 
3. Select Campaigns as the primary object. 
4. Name the report type Campaigns with Leads with Activities.
5. Select the folder to save the report (for example, "Other Reports or Campaigns"), then click Next. 
6. Add the child objects Leads and Activities, then specify:
 
  • Campaigns (A) 
  • with at least one related record from Leads (B) 
  • with at least one related record from Activities (C) 

7. Click Save. 
 

3.  Create a 2 reports using each of the new Custom Report Types


1. From the Reports tab, click New Report.
2. Select the report type Campaigns with Contacts with Activities, then click Create.
3. Select a specific Campaign or select All Campaigns.
4. Click Add to add a filter.
5. Customize the report and remove or add columns and details you'd like to see on the report.
6. Run the report and Save.
7. Repeat these steps for Campaigns with Leads with Activities.

 

Note: This report will only display Leads and Contacts who are members of a campaign AND have at least one Activity record (such as a Task or Event). Campaign members who do not have any associated activities will not be included in the results. This report is not designed to show marketing email engagement like opens or clicks unless your organization has a custom integration that creates activity records for those engagements.

 

Numero articolo Knowledge

000387567

 
Caricamento
Salesforce Help | Article