Salesforce campaigns help organize your marketing plans and assets.  Ascendix Search is an excellent tool for setting up your campaign records effectively. It can be used in various businesses and marketing processes throughout the marketing cycle.

To access the Salesforce campaign, you need to have permission to create/edit campaigns, and the Marketing User checkbox in the user profile should be checked. Your admin can give you these permissions if you don’t already have them.

Imagine that you want to add contact and lead records to an existing campaign:

1. Go to Ascendix Search and select the Contact or Lead object.

2. Select the records you would like to add, hit the down arrow icon, and click Add to Campaign:

3. Choose the records to add to the campaign from the picklist:

4. To search for campaigns, start typing the campaign name in the lookup field:

5. Select the Member Status, choose the appropriate option for the existing campaign member, and hit the Save button.

6. A pop-up notification will appear:

In just a few clicks, you can add up to 2000 records to a campaign!