Quick summary
This tutorial walks you through how to create a campaign in Salesforce step by step, from navigating to the Campaigns module to saving your campaign with budget and outreach details. Following these steps ensures your Salesforce campaign is properly configured with a name, type, date range, and send count before going live.
Steps
- Click on the app drawer on the top left to open the navigation menu.
- Search for "campaigns" in the search bar to locate the Campaigns module.
- On the Campaigns page, click the New button to start creating a campaign.
- Enter a campaign name and check the Active box to activate it.
- Select the Type of campaign from the available options.
- Set a start date and end date for the campaign.
- Enter the value for Num Sent in Campaign to record the number of emails, phone calls, or invitations sent.
- Set the Budgeted and Actual cost of the campaign, then click Save.
- Confirm the campaign was created by reviewing the success prompt that appears.
