Add Members to Campaigns from Reports in Lightning Experience

Your marketing department can quickly target specific groups of leads, contacts, or person accounts by adding them to campaigns directly from standard and custom reports. This change applies to both Lightning Experience and Salesforce Classic.

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions


Reps can add up to 50,000 returned records to campaigns by clicking Add to Campaign (1).

The Add to Campaign action on reports

To let marketers add members to campaigns from custom reports, the report’s primary object must be Lead or Contact. The custom report type must also include the Full Name field.

Previously, Salesforce Classic allowed members to be added to campaigns only from standard reports. The ability to add members to campaigns from custom report types is available in both Salesforce Classic and Lightning Experience.