Control Who Can Access Campaign Members

Keep lead and contact details private even when they’re added to campaigns. Let your marketing department see only the campaign member details that you want them to. Sharing rules for campaign members can inherit from lead and contact rules or from the campaign.

Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To let users see only the campaign members whose lead or contact records they have access to, in Sharing Settings choose Controlled by Lead or Contact. To let users who have access to a campaign see campaign member details, choose Controlled by Campaign.

Access provided by a user’s role or profile supersedes the organization-wide defaults.