# Salesforce - Create a Campaign

> To create a campaign, open the app drawer, search for campaigns, and click New. Enter the campaign name, check the Active box, select the type, and set the start and end dates. Finally, enter the Num Sent, budgeted and actual costs, and click Save.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-campaign-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3639ab56e05a00fdadab/preview?step=1

## Steps

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