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Tuesday, September 22, 2026

Salesforce: Add to Campaign

Background: A user can add a Lead or Contact to a Campaign via the "Campaign History" related list. 



But the user does not see the "Add to Campaign" button in the list view or report. What is the cause?




Finding: The user needs the following permissions:

  • Enable "Marketing User" on User Records
  • Campaigns: Read and Edit permissions.

Additionally, the user does not need to have create or edit permission on the Campaign object.



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