Quick summary
This demo walks you through creating an email campaign in Salesforce CRM step by step, from accessing the App Launcher to saving your new campaign record. It covers the exact navigation path so any Salesforce user can set up a targeted email campaign in minutes.
Steps
- Click the App Launcher at the top of the dashboard to open the app navigation menu.
- Scroll down and click Campaigns in the App Launcher list to go to the Campaigns section.
- Select New in the top right menu of the Campaigns page to start creating a new campaign record.
- Choose Email as the campaign type from the available options.
- Fill in the remaining campaign details, then click Save to create the email campaign.
