How to Set Up Campaign in Salesforce

Quick summary

Setting up a Salesforce campaign involves navigating to the Campaigns module via the App Launcher, creating a new campaign record with a name and type, and then adding campaign members and activities. This step-by-step process ensures your campaign is properly configured, enabled, and ready to track leads and contacts.

Steps

1. Click the App Launcher in the top menu of the dashboard.
2. Scroll down and select Campaigns from the app list.
3. Navigate to the top right menu and click New to create a campaign.
4. Enter your campaign name in the provided field.
5. Enable your campaign using the active toggle.
6. Choose the campaign type from the available options.
7. Fill in all remaining required details, then click Save.
8. Explore your new campaign page, scroll to Campaign Members, and add members via leads or contacts.
9. Create activities within your campaign such as SMS, call, or email.
10. Attach relevant data or files by clicking Upload Files.