Purpose
This guide shows you how to create a campaign in Salesforce and import report data with the right IDs.
Steps to follow:
Step 1: Create the Campaign
- Go to the Campaigns tab in Salesforce.
- Click New.
- Give your campaign a name (make it clear and easy to recognize).
- Click Save.
Step 2: Get Your CSV File Ready
- Open your Excel or Google Sheets file.
- Add a new column called Campaign ID.
- Get the Campaign ID from Salesforce and paste it into that column for all rows.
Step 3: Export Your Report Data
- Navigate back to the reports section.
- Click on the 'Export' button.
- Select the option for Excel format to include the campaign ID.
Step 4: Open the File You Exported
- Open your Excel or Google Sheet.
- Browse to locate and open the exported report.
Step 5: Add the Contact ID/Lead ID
- Ensure the report includes a contact ID/Lead ID.
- Copy the campaign ID and paste it into the report for each record.
Step 6: Save the Updated File
- Click 'Download' or use 'Save As' to save the file as a CSV
Step 7: Import the Data to Salesforce
- In Salesforce, type “Data Import Wizard” in the search bar.
- Click “Launch Wizard”.
- Choose Campaign Members, then select Add New Records.
- Upload your CSV file.
Step 8: Map the Fields
- Match the columns in your file with the correct fields in Salesforce:
- Contact ID → Contact
- Lead ID → Lead
- Campaign ID → Campaign
Step 9: Start the Import
- Click “Next”, then “Start Import”.
- Wait for the confirmation that the import was successful.
Step 10: Check If It Worked
- Go back to the campaign in Salesforce.
- Refresh the page.
- You should see the new campaign members added.
Step 11: Final Checks
- Double-check that the Contact ID/Lead ID is in your report.
- If any rows are missing, go back and update the file.