Search campaigns

The Salesforce search campaigns action searches campaign records in your connected Salesforce org using flexible filters. This is a read-only action that helps teams find the right campaigns quickly without modifying any Salesforce data.

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 authenticated Salesforce user must have permission to view Campaign records based on your organization's sharing rules.

Supported parameters

Parameter	Type	Description
Name	String	Campaign name to search for. Supports partial matches. Optional.
Type	String	Campaign type to filter by (e.g., "Email", "Webinar", "Conference"). Optional.
Status	String	Campaign status to filter by (e.g., "Planned", "In Progress", "Completed"). Optional.
Is active	Boolean	Filter by active status. True for active campaigns, false for inactive. Optional.
Start date from	Date	Search campaigns starting from this date (YYYY-MM-DD format). Optional.
Start date to	Date	Search campaigns starting before this date (YYYY-MM-DD format). Optional.
Fields	String	Comma-separated list of Campaign fields to retrieve in results. Optional.
Limit	Integer	Maximum number of campaigns to return. Optional.

Usage examples

• "Find all active email campaigns with 'Product Launch' in the name."

• "Search for webinar campaigns that started in Q1 2024 with status 'Completed'."

• "Show me all conference campaigns in progress sorted by start date."

Troubleshooting

• Possible cause: The Salesforce action pack is not added, not linked to your Salesforce data source, or not fully configured.
• Fix: In the Glean admin console, go to Platform → Actions, add or open 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: The authenticated user does not have permission to view the relevant campaigns, or the search filters are too restrictive.
• Fix: Confirm that the connected Salesforce user has access to the campaigns you expect to see. Review the filter values (name, status, type, date range, active flag) in your agent configuration to ensure they match campaigns in your org.

• Possible cause: The search filters are too broad or no limit is set on the number of results.
• Fix: Add more specific filter criteria to narrow down results. Use the Limit parameter to restrict the number of returned campaigns. Consider filtering by campaign type, status, or date range.

FAQs

You can search by campaign name (partial match), type, status, active status, and start date range. Use the Name parameter for keyword searches, and combine multiple filters to narrow your results.

Yes. Use the Fields parameter to specify which Campaign fields to retrieve, including custom fields. Provide a comma-separated list of API field names (e.g., "Name,Type,Status,CustomField__c"). If you do not specify fields, the action returns a default set of standard fields.

Use Start date from and Start date to parameters to filter campaigns by their start date. Both use YYYY-MM-DD format. For example, to find campaigns that started in January 2024, set Start date from to "2024-01-01" and Start date to to "2024-01-31".

The Is active filter indicates whether a campaign is currently active (true/false), while the Status filter uses your Salesforce campaign status picklist values (e.g., "Planned", "In Progress", "Completed", "Aborted"). A campaign can be inactive but still have a status of "In Progress" if it was recently deactivated.