Enable the Campaigns Subtab and Add to Campaign Button in Leads

View campaigns associated with your leads through the Edit Lead: Campaigns subtab. The Campaigns subtab and the Add to Campaign button are hidden by default but you can make them available to your users through Application Composer.

Users can then filter the Campaigns subtab by the following attributes: Name, Type, Start Date, End Date, Last Updated, and Status.

Before you expose the Campaigns subtab list and the Add to Campaign button in the Edit Lead page, ensure that the functional security privilege MKT_MANAGE_MARKETING_INTEGRATION_CAMPAIGN_MEMBER is assigned to the intended user or their role. Alternatively, if you want users to have access only to Marketing Campaigns without granting them additional roles to other objects, then you can create a custom access group as outlined in the Create a Custom Access Group topic in the Securing CX Sales and B2B Service guide.

1. Sign in as a sales administrator or as a setup user.

2. Activate a sandbox.

3. Navigate to Application Composer, in the Configuration category.

4. In the navigation tree, expand Standard Objects, expand Sales Lead, and click Pages.

5. Ensure that the Application Pages tab is selected.

6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

7. Type a new layout name and click Save and Edit.

   The Details Layout page appears.

8. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

   The Configure Subtabs dialog box appears.

9. Move Campaigns from the Available Subtabs to the Selected Subtabs window.

10. Click OK.

11. In the Subtabs Region, select the newly added Campaigns subtab icon.

12. Click the pencil icon next to the Fuse Lead Campaign Overview Region.

13. From the Configure Detail Form: Buttons and Actions region, move Add to Campaign from the Available Buttons to the Selected Buttons window.

14. Click Save and Close.

15. Click Done and ensure that the layout status for your user-defined layout is Active.

16. Test the changes: Navigate to Sales > Leads as a user with access to the leads pages, for example, as a salesperson. Edit a lead and ensure you can see both the Campaigns subtab and the Add to Campaign button in the Edit Leads page.

17. Publish the sandbox.

For more information, see the Subtabs topic in the Configuring Applications Using Application Composer guide.