Salesforce: View and Create Salesforce Campaign Records

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This is for information about procedures and instructions intended for staff and faculty using Salesforce Campaigns and Salesforce Marketing Cloud.

An overview for viewing data in Salesforce EDA (SF EDA) Campaign object via the Communication List Management App. If you need to manage Campaigns but do not find this App in your account, you can submit a ticket to request it. This article uses former Lyris users' use case of the management of Campaigns and Campaign Members for emailing through Salesforce Marketing Cloud.

What is Campaign

A Campaign record is a collection of Campaign members, individuals or corporate contacts.

Access Communication List Management App

If you do not see the Communication List Management App on your home screen after you login to SF EDA. First, open EDA and Click on the 9 dots on the left of the screen. The App Launcher will pop-up, then click on “View All” option at the bottom. Once it has opened the App Launcher fully, in the top search box, type: “Communication List Management”. Once you see the App's name show up, click it to open the App.

View and Create Salesforce Campaign Records

In order to view Campaign records, navigate to the Campaigns tab as part of the Communication List Management app.

Users can use the All Campaigns – Lyris Migration (https://uofstthomasmn.lightning.force.com/lightning/o/Campaign/list?filterName=All_Campaigns_Lyris_Migration) list view to view Campaigns initially moved from Lyris to Salesforce. Campaigns can also be found using the Salesforce search function if they were created later.

If you need to create a new Campaign record, use the New Email Campaign button found on the Campaign List View or Campaign Record Page.

The New Email Campaign button pre-populates many required or shared fields, to ensure the process works as intended. These include setting the value of the Status field to Planned, Active checkbox field to checked, Type to Email and Campaign Sponsor field to College/Program. The user will need to name the Campaign. This name is vital for the search function, so make sure it is clear and explicit, such as including a year for a reoccurring campaign. The user can also provide a Start Date, College Description, Event Program Manager and Description of the Campaign, as needed.