How to Export Campaign List from Salesforce

Quick summary

To export a campaign list from Salesforce, you create a new campaign report using the Reports tab, select the Campaigns report type, save your changes, and then use the report dropdown to trigger an export in your preferred format. This process gives marketing and sales teams a clean, portable dataset of campaign data directly from the Salesforce CRM.

Steps

1. Click the Reports tab at the top of the dashboard, or open it from the App Launcher.
2. Select New Report to begin building your campaign report.
3. In report types, select Campaigns or Campaigns with Campaign Members.
4. Click Continue to proceed to the report builder.
5. Make your changes to the report, then click Save.
6. Return to the report homepage, select your campaign report, then open the dropdown on the right side of the report.
7. Select Export from the dropdown menu.
8. Choose your export format, then click Export to download the campaign list.