How to Bulk Create Campaigns in Salesforce Via Data Loader

In Salesforce, we use campaigns in various businesses and marketing processes throughout the marketing cycle. Campaigns help organize our marketing plan and assets.

We can create the campaigns from the campaign tab, but when you have to create campaigns in bulk, then a data loader will be the best option due to its capability to manage bulk data with accuracy.

In this Salesforce tutorial, we will learn to create bulk campaigns in Salesforce via the Data Loader.

Using data loader to create Bulk Campaigns in Salesforce

In Salesforce, creating campaigns individually can be time-consuming and prone to errors, especially for organizations dealing with large volumes of data. Bulk creation of a campaign not only saves time but also ensures accuracy in marketing.

Salesforce Data Loader enables users to perform bulk operations, making it an ideal choice for handling campaigns at scale.

Bulk Create Campaign in Salesforce Via Data Loader

To create a campaign with the Salesforce data loader, ensure that you have installed the data loader in your system and have the required access to create and view campaigns.

Now follow the below steps, if you meet the above conditions.

1. To insert the campaigns in Salesforce, we need to create a CSV file with the following header columns.

ActiveCheckboxTrue or False
Start DateDateyyyy-mm-dd (any other date format will give an error)
End DateDateyyyy-mm-dd
Campaign NameText (80) Name of the campaign
Campaign OwnerLookup (user)The User ID (starts with 005), will be visible in the URL in the Users setup)
TypePicklistA valid campaign type from the picklist
StatusPicklistDefault picklist values are planned, in progress, completed, and aborted
The image below is a reference to the CSV file that I have created to import the bulk campaigns via the Salesforce data loader.
Bulk Import Campaigns via data loader

2. If you want to import campaigns for multiple owners, then you can run a data export for the standard user object via the Salesforce data loader by following the steps.

  • Open the data loader and click Export.
  • Select the data object User, and click Next.
  • In the query fields, select the field ID, and for reference, select Name, then click Finish.
  • From the extracted data, you can get the IDs of multiple users to assign them to the campaigns.
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3. After preparing the CSV file, open the data loader and log in with your credentials then click on the Insert button.

Import Campaigns in bulk via the Salesforce data loader

4. In this step, activate the checkbox Show all Salesforce objects and select the data object Campaign. After this, browse the CSV file that we have created in the above step, then click on the Next button.

Create multiple campaigns in Salesforce via data loader

5. Now, the data loader will initialize the uploaded CSV file and display the number of rows in the file. Here, click on the OK button.

Insert and Create multiple campaigns via Salesforce data loader

6. In this step, we will map the CSV column headers with the object’s field names, and for that, click on the button Create or Edit a Map. Then, in the mapping dialog window, click on the button Auto-Match Fields to Column.

Now, the field names will auto-match to the column names, and if they don’t auto-match, then you have to drag the object fields down to the column mapping.

After mapping, click on the OK button and the Next button.

Use data loader to Bulk Import Campaign in Salesforce

7. Select the location for the Successes and Errors files from where they can be accessed later. At last, click on the Finish button.

Import and create multiple campaigns in Salesforce via data loader

8. As we click on the Finish button, a warning message will appear regarding the data operation. Here, click on the Yes button to proceed.

Import multiple campaigns in Salesforce via data loader

9. Now, the data insertion will start, and after the data insertion, we will get the number of successes and errors in a dialog box. Here, we got the successes with zero errors which means the campaigns were successfully inserted and created.

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At last, click on the OK button to close the data loader wizard.

How to Bulk Create Campaigns in Salesforce Via Data Loader

10. To view the campaigns we have inserted with the data loader, go to the Salesforce console and navigate to the Campaigns tab, there you will be able to view the inserted campaigns as shown in the below image.

Salesforce Campaigns bulk import with data loader

In this way, we can insert and create bulk campaigns in Salesforce via the data loader by following the above steps.

Conclusion

In Salesforce, creating bulk campaigns through a data loader is a streamlined process that not only saves time but also ensures data consistency and accuracy.

By following the above steps, you might have understood the process of importing bulk campaigns in Salesforce via the data loader and you will be able to utilize Data Loader to enhance your marketing campaigns.

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