Salesforce - Create a Campaign
- George Apostolov
- 05 Sep 2025
Guide
Click on the app drawer on the top left.
Search for "campaigns" in the search bar.
You will be taken to the Campaigns page. You can create a new campaign by hitting the New button.
Give a name to your campaign and check the Active box.
Select the Type of campaign.
Make sure to give a start and end date to your campaign.
Set the value of Num Sent in Campaign as the number of emails/phone calls/invitations you sent for this campaign.
Set the Budgeted and Actual cost of running the campaign and hit Save.
You will get a prompt saying your campaign was created.
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