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.
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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).
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.