Create campaign

The Salesforce create campaign action creates new campaign records in your connected Salesforce org. This is a write action that only creates new campaigns and does not update or delete existing campaign records. Design workflows carefully to avoid duplicate campaigns.

Prerequisites

• Your Salesforce org must be connected as a data source in Glean, and an admin must enable the Salesforce action pack and complete Salesforce Actions Setup including OAuth configuration.

• Users must authenticate for Salesforce actions on first use.

• The Salesforce user must have permission to create and view campaign records.

Supported parameters

Parameter	Type	Description
Name	String	The name of the campaign to create. Required.
Actual cost	Integer	Actual cost spent on the campaign. Examples: 8500 4200.75 22000
Type	String	The type of campaign (e.g., "Email", "Webinar", "Conference", "Trade Show").
Status	String	The current status of the campaign (e.g., "Planned", "In Progress", "Completed").
Start date	Date	The start date of the campaign in YYYY-MM-DD format.
End date	Date	The end date of the campaign in YYYY-MM-DD format.
Description	String	A description of the campaign's purpose and goals.
Budgeted cost	Number	The budgeted cost for the campaign.
Expected revenue	Number	The expected revenue from the campaign.
Parent ID	String	ID of the parent campaign if this is a child campaign. Example: "701XXXXXXXXXXXXXXX"
Expected response	Integer	Expected response rate as a percentage. Examples: 5 10.5 15
Is active	Boolean	Whether the campaign is currently active. Examples: true false
Number sent	Integer	Number of individuals targeted by the campaign. Examples: 1000 5000 10000

Usage examples

• "Create a new Salesforce campaign called 'Q1 2024 Product Launch' with type 'Email' and status 'Planned'."

• "Set up a webinar campaign named 'Customer Success Workshop' starting March 15, 2024."

• "Create a conference campaign 'Tech Summit 2024' with budget $50,000 and expected revenue $200,000."

Troubleshooting

• Possible cause: The Salesforce action pack is not added or published in your Glean deployment.
• Fix: In the Admin console, go to Platform → Actions, add the Salesforce action pack, link it to your Salesforce datasource, configure authentication, update Publish settings, and save. After that, Salesforce actions should appear under Actions → By datasource → Salesforce.

• Possible cause: The user's connected Salesforce account is missing, inactive, or misconfigured, or the Salesforce connected app is not set up correctly.
• Fix: Ask the user to re-authenticate Salesforce when prompted by Glean. If errors persist, verify the Salesforce connected app configuration (callback URL and scopes) and confirm that Salesforce Actions Setup is complete.

• Possible cause: Salesforce rejected the request due to validation rules, missing required fields, insufficient permissions, or unexpected values in campaign fields.
• Fix: Check agent run details and Salesforce error messages. Adjust required fields, validation rules, or user permissions. Verify that all required campaign fields are provided with valid values.

• Possible cause: The action was called multiple times with the same campaign name, and Salesforce does not prevent duplicate campaign names.
• Fix: Design your agent workflow to check if a campaign with the same name already exists using Search campaigns before creating a new one. Consider implementing campaign naming conventions that include unique identifiers.

FAQs

No. Salesforce create campaign only creates new campaign records. It does not update or delete existing campaigns. Use separate Salesforce actions for updates or modifications.

Yes. You can combine this action with other Salesforce actions such as List campaigns, Add lead to campaign, Add contact to campaign, Send email, and Log email activity in the same agent to create comprehensive workflows.

Design your agent workflow to search for existing campaigns first using the List campaigns or Search campaigns action. Only create a new campaign if no matching record is found. Consider using unique campaign naming conventions with dates or identifiers.

Campaign types depend on your Salesforce org configuration. Common types include Email, Webinar, Conference, Trade Show, Advertisement, and Direct Mail. Check your Salesforce campaign settings to see available types in your org.

No. This action only creates the campaign record. After creating a campaign, use Add lead to campaign or Add contact to campaign actions to enroll members in the newly created campaign.