Salesforce

Salesforce is an enterprise CRM for sales, marketing, and customer success teams.

Website

salesforce.com

Industry

CRM

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How to create a campaign in Salesforce

Here is how to create a campaign in salesforce

First click on the menu button in the top-left corner of the screen
Then click in the search field of the App Launcher and search camp
Next click on "Campaigns" in the Items section of the App Launcher
Click the "New" button in the top-right corner of the Campaigns page
Click in the "Campaign Name" text field and type in your campaign name
Click on the "Type" dropdown menu and select the type of your campaign
Click on the "Start Date" calendar picker and choose a start date
Then click on the "End Date" calendar picker and choose an end date
Fill in the fields below when needed
Finally click the "Save" button in the bottom-right corner of the New Campaign form

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Why should you create a campaign in Salesforce

Salesforce is a powerful customer relationship management platform designed to streamline business processes and enhance customer engagement.

Creating a campaign in Salesforce allows businesses to effortlessly organize and track their marketing efforts. By centralizing campaign management, teams can easily monitor, analyze, and optimize their strategies.

This feature not only boosts efficiency but also improves decision-making by providing valuable insights into campaign performance and customer interactions, ultimately driving business growth.

Last update

February 24, 2026

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