Profile access to create new Campaigns in Salesforce

Here’s a little tip for anyone scratching their head over why they don’t have access to creating new Campaigns in Salesforce even if they are full System Administrators for a Salesforce instance.

If you’re not seeing the New button when viewing Campaign tab, it could be as simple as checking a box on your profile.

Salesforce Marketing User profile fieldTo do so, go to Setup > My Personal Information > Personal Information. Find the field called Marketing User toward the top of the right column. If it’s not checked, click Edit, check it, and Save. Now cruise on over to the Campaigns tab to see if the New button appears. Chances are, it will. If not, hit up your Salesforce administrator so you can be granted the proper permissions.

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This entry was posted on Thursday, December 6th, 2012 at 11:48 am and is filed under nptech, You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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