Quick Tip: How To Bulk Create Campaigns in Salesforce

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Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields, set your estimated pipeline, and create Salesforce reports for visibility into your marketing campaigns. Uploading campaigns in Salesforce can be done using Salesforce Data loader. All you need to do is prep your CSV file and upload it into Salesforce.

Prep the CSV file

Create a CSV file with all the fields you want to include in your campaign. The following fields should be included at a minimum.

Field Name Field Type Accepted Values
Active Checkbox True or False
Start Date Date yyyy-mm-dd
End Date Date yyyy-mm-dd
Campaign Name Text (80)
Campaign Owner Lookup (user) The SFDC User ID (starts with 005)
Type Picklist A valid campaign type from the picklist
Status Picklist Default picklist values are planned, in progress, completed and aborted

For easier uploads I recommend saving a CSV file as a template for future campaign uploads.

Upload using Data Loader

Download Data Loader if you don’t already have it installed. Data Loader can be installed on for Mac or for Windows. Once installed, launch the application and login using your Salesforce credentials.

To insert new campaigns into Salesforce using Data Loader, click on the insert button.

Select the checkbox for “show all Salesforce objects” in order to view and select the Campaigns option from the list of options. Select the CSV file to upload.

Map the columns in your CSV file to your SFDC fields in step 3 and save your mapping for future uploads.

Choose a folder on your computer to save the success and error log files. You will need these for reference in case some campaigns do not upload correctly.

Click finish to start the upload. Once the upload is completed, a window will show you how many campaigns were uploaded successfully and how many were not uploaded due to an error. Here are some common error messages you might run into when uploading campaigns.

  • Invalid number: If you have numeric values in your campaign file ensure that the values do not include commas.
  • Bad value for restricted picklist field: There is a picklist value in your CSV file that does not exist in Salesforce. Sometimes this can be a spelling mistake or a missing space or special character.
  • Error converting value to correct data type: FALSE: Try using the value “0” for the field instead of FALSE.

Bulk upload statuses

Unless you use the default campaign member statuses of “sent” and “responded” you will probably want to bulk create campaign member statuses as well. Here’s how to easily do this via Data Loader.

Questions?

Send me a tweet @jennamolby, or leave a comment below.

Related Posts

  • 06/10/2020
    How to Automatically Create Campaign Member Statuses in Salesforce

    New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader. Now, thanks to one of the Summer ’20 updates, you can easily automate this process using only Salesforce Flow. In this post, I’ll show you how to use Salesforce Flow to create campaign member statuses automatically based on campaign type.

  • 02/06/2020
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    Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows. You can use campaigns to analyze how many leads you are generating, how much pipeline you are building, and how many deals are closing as a result of your marketing efforts. However, in order to track and analyze your campaigns effectively, you need to have an organizational structure in place. Whether you are setting up campaigns for the first time or looking for a way to get more out of campaigns, here are 7 tips to help you get started with your campaign organization.

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Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a Marketing Operations leader.

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