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Salesforce Reports: Add to Campaign Button Adds All Lookup Column Records in Custom Report Types

Udgivelsesdato: May 6, 2026
Beskrivelse

When using a custom report type and clicking Add to Campaign, Salesforce adds records from all applicable lookup columns - including both Contact and Account lookups — rather than only the primary object's records. This can result in more campaign members being added than expected.

Steps to verify:

  1. Create a custom report type with primary object as Contact.
  2. Create a new report with the Custom Report Type. Add FirstName(contact) and Account Name (Account) fields in the report.
  3. Click on "Add To Campaign" button and select a Campaign, click Submit.
  4. It'll add all the Contact and Account records in the report as CampaignMembers.
Løsning

Currently, this is working as designed. Make sure to add only required fields on to the report that needs to be added as campaign members.

Vidensartikelnummer

004693503

 
Indlæser
Salesforce Help | Article