How to Add Campaign Member Statuses to a Page Layout in Salesforce
In this article
Learn how to add the Campaign Member Statuses related list to a Campaign page layout in Salesforce. This allows you to easily view and manage the status of members within your campaigns directly from the campaign record.
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Here's how to add campaign member statuses to a page layout in Salesforce
- Navigate to Object Manager
Begin by accessing the 'Object Manager' from your Salesforce setup home. This is where you can manage all standard and custom objects in your organization.
- Select the Campaign Object
From the list of objects in the Object Manager, locate and click on 'Campaign'. This will take you to the details page for the Campaign object.
- Access Page Layouts
On the Campaign object's detail page, select 'Page Layouts' from the left-hand menu. This section allows you to customize the layout of your campaign records.
- Edit the Campaign Layout
Click on the specific 'Campaign Layout' you wish to modify. This action opens the page layout editor, where you can add or rearrange elements.
- Add Campaign Member Statuses Related List
In the page layout editor, select 'Related Lists' from the palette. Find 'Campaign Member Statuses' and drag it to your desired location on the layout. Save your changes and confirm the overwrite.
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Frequently Asked Questions
The Object Manager in Salesforce is a central location where administrators can view, customize, and manage all standard and custom objects within their Salesforce organization.
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