Salesforce - Create a Campaign
- George Apostolov
This guide is an interactive LiveDemo. Create interactive demos of your own product: Interactive demo software · Interactive demos for sales outreach · Start free
Salesforce - Create a Campaign: step-by-step 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.
Quick answer: 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.
About this Salesforce tutorial
Quickly set up and track new marketing campaigns in Salesforce with custom names, dates, budgets, and status details. This guide covers salesforce - Create a Campaign in 9 steps, starting with "Click on the app drawer on the top left" and finishing with "You will get a prompt saying your campaign was created". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Create a Campaign take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - Create a Case, Salesforce Custom Report and Salesforce - How to Create a Dashboard in Salesforce. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
