Loading
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
            Customize Campaign Types

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Customize Campaign Types

            The Type field on your campaign indicates the general method or channel for your campaigns, such as Direct Mail or Referral Program. To organize the types of campaigns that your business runs, customize the picklist for this field. When marketers monitor campaign performance, they can use the Type field to see how specific campaign types are performing against others.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view campaigns: Read on campaigns
            To customize member status values:

            Edit on campaigns

            AND

            Marketing User selected in User Detail

            The default values on the Type field are Advertising, Direct Mail, Email, Telemarketing, Banner Ads, Seminar/Conference, Public Relations, Partners, Referral Program, and Other.

            You can also create dependent picklists to define subcategories of your campaigns. When you customize the Type picklist values, try to use 10 or fewer values.

            Note
            Note

            The Record type field makes certain picklist values available only to certain user groups. If you plan to manage picklist access with record types, set up the record types before your other picklist values.

            Check out Salesforce Help: Tailor Business Processes to Different Users Using Record Types

            1. From Setup, open Object Manager, and in the Quick Find box, enter Campaign.
              If you’re using Salesforce Classic, open Setup, and in the Quick Find box, enter Campaign.
            2. Select Campaign, and click Fields & Relationships.
            3. Find and select Type.
            4. Edit the picklist values or add a picklist value.
            5. To create a dependent type, click New under Field Dependencies.
            Example
            Example Ami’s company places ads in many places. She uses the default picklist value Advertising and then creates a dependent picklist. The dependent picklist includes Billboards, Transit, Print, and Digital. She’s also considering adding a second dependent picklist under Digital to track efforts on social media versus traditional websites.

            See Also

             
            Loading
            Salesforce Help | Article