While working for a Non-profit organization using Salesforce as a CRM tool, the marketing team was creating a fundraising campaign. However, the New button was not visible on the Campaigns tab, so creating a new campaign was impossible.
Then, I checked the configurations and discovered that the marketing team didn’t have the required permissions to create campaigns. Now, I will explain how I resolved the issue of the ‘New‘ button missing on Campaigns in Salesforce Lightning.
New Button Missing on Campaigns in Salesforce – Reasons
In Salesforce, we often face issues like buttons or Quick Actions missing from List View or Record Page.
When we create new records, the New button for the Campaigns object is usually easily found on the List View page.
However, sometimes when we try to create a record, the new button is missing.
Before we proceed to the steps and solution, let’s review the issue. We will understand why the New button is missing from the Salesforce Object.
Reason-1: Permissions Issue
- This issue usually occurs when the user does not have the permissions of a Marketing User in Salesforce.
- The Marketing Users permissions encompass a range of permissions necessary for executing marketing-related tasks.
- These permissions typically include creating email templates and managing Leads and campaigns.
So, if the user does not have the Marketing User permission, the New button will not appear because that user does not have the proper permissions to create campaigns in Salesforce.
Reason-2: Page Layout Configuration
- Now, even if the user accessing the Campaigns object has the Marketing User permission.
- However, the New button still does not