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Displaying and Editing a Campaign Member
From the campaign member detail page, you can edit, delete, or clone a campaign member record. Additionally, if the campaign member is based on a lead, you can convert the lead; if the campaign member is based on a contact, you can create an opportunity.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view, edit, or remove campaign members: | Read on campaigns AND Read on leads AND Read on contacts AND Marketing User selected in User Detail |
| To add campaign members: | Read on campaigns AND Edit on leads AND Edit on contacts AND Marketing User selected in User Detail |
To view the campaign member detail page, click the campaign member's name in the Name, First Name, or Last Name columns on the Campaign Members related list on a campaign detail page or on the Existing Members tab.
To edit the campaign member detail page layout, from the object management settings for campaign members, go to Page Layouts, and then click Edit next to the page layout name.
| Action | Description |
|---|---|
| Editing a Campaign Member | To edit a campaign member, click Edit on the campaign member detail page, change the fields you want to update, then click Save. Fields derived from the contact or lead can only be edited from the lead or contact detail pages. If your administrator has enabled inline editing for your organization, you cannot use inline editing on the Status drop-down list on the campaign member detail page. Instead, click Edit on the campaign detail page to edit the Status drop-down list. |
| Cloning a Campaign Member | To clone a campaign member, click Clone on the campaign member detail page, then select a campaign and a contact or lead. Change the fields you want to clone for the new campaign member, then click Save. |
| Deleting a Campaign Member | To delete a campaign member, click Delete on the campaign member detail page. Deleting a campaign member record is permanent; the record is not recoverable from the recycle bin. However, the original lead or contact record is not deleted. |
| Converting a Lead | If the campaign member was created from a lead, you can click Convert Lead on the campaign member detail page to convert the lead. When you convert a lead, the campaign member is still a part of the campaign, but its type changes from lead to contact. |
| Creating an Opportunity | If the campaign member was created from a contact, you can click Create Opportunity on the campaign member detail page to create an opportunity. When you create an opportunity, the campaign member is still a part of the campaign. |
