New button missing on Campaigns in Salesforce

In this Salesforce tutorial, we will understand how to enable or add the New button when the New button is missing on Campaigns object in Salesforce.

Usually, when we were trying to access the New button for Campaigns objects, we can easily find it on the List View page.

However, when we were working with the Campaigns object in Salesforce recently, we came across an issue where we were unable to find the New button.

So, in this Salesforce tutorial, we will discuss how to enable or add the New button to Campaign object in Salesforce.

New button missing on Campaigns in Salesforce– Reasons

Now, before we jump to the steps and undergo the solution to solve this issue. We will understand the reasons why the New button is missing from Salesforce Campaigns object.

Reason-1: Permissions Issue

• This issue usually occurs when the user does not have Marketing Users permission in Salesforce.
• The Marketing Users permissions include various permissions that a user might need to execute marketing-related tasks.
• These permissions typically include creating email templates, managing leads, and even campaigns.

So, if the user does not have the Marketing User permission, the New button will not appear for that user. Because that user does not have proper permissions to create campaigns in Salesforce.

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Reason-2: Page Layout Configuration

• Now, even if the user accessing the Campaigns object has the Marketing Users permission.
• However, still, the New button is not appearing, which means that there is a Page Layout Configuration issue.
• So, other than the Marketing Users permission, we also need to make sure that the New button is added to the Page Layouts of Campaigns object.

Read: Delete button missing on Lead object in Salesforce

New button missing on Campaigns in Salesforce- Solutions

Now that we understand the key reasons why the New button is missing on Campaign, let us look at the solutions. Moreover, here we will discuss solutions using both Salesforce Lightning and Salesforce Classic.

Assign Marketing User permissions in Salesforce

Here we will discuss the steps on how to check and assign the Marketing User permission in both Salesforce Lightning and Salesforce Classic.

And we will start with the Salesforce Lightning edition.

Assign Marketing User permissions in Salesforce Lightning

Step-1: First login to your Salesforce Lightning account. After this, open the Home Setup page by clicking on the Setup option from the top pane.

Step-2: From the Home Setup page, use the Quick Find search box from the left side to search for Users.

Step-3: Next, click on the Users option given under the Users section.

Step-4: Once we click on the Users option, it will open the All Users page which consists of a list of users.

Step-5: From the list of users, click on the Edit link given corresponding to the required user. This will open the User Edit page in Salesforce Lightning.

Step-6: On the User Edit page, look for the Marketing User option and enable it by tick mark (✔️) it.

Step-7: At last, click on the Save button to save the changes that we made.

Assign Marketing User permissions in Salesforce Classic

1: First, log in to our Salesforce Classic account and open the Home page. From the Home page, click on the Setup option to open the Setup page.

2: On the Setup page, utilize the Quick Find search box and search for Users option.

3: Next, click on the Users option given under the Manage Users section.

4: After clicking the Users option, it will open the All Users page which consists of a list of users.

5: From the list of users, click on the Edit link given corresponding to the required user. This will open the User Edit page in Salesforce Lightning.

6: On the User Edit page, look for the Marketing User option and enable it by tick mark (✔️) it.

7: At last, click on the Save button to save the changes that we made.

So, by the end of this section, we all understood how to enable Marketing User permission in both Salesforce Classic and Salesforce Lightning.

Read: Edit Button not visible on Salesforce Lightning Page

Configuring Campaign Page Layout in Salesforce

Here we will discuss the steps on how to check if the New button is enabled for the Page Layput of Campaign object.

And if the New button is not enabled, we will discuss how to enable it in Salesforce Lightning and Salesforce Classic.

Configuring Campaign Page Layout in Salesforce Lightning

• From the Salesforce Lightning Home page, click on the Object Manager option. After this, under the Object Manager list, click on the Campaign object.

• Once we click on the Campaign object, we will land on the details page, and from the side menu, we need to click on the List View Button Layout option. This will open the List View Button Layout page for the Campaign object.
• On the List View Button Layout page, click on the drop-down (⬇️) icon given corresponding to the List View option and click on the Edit option.

• After clicking on the Edit option, a Campaign List View page in Salesforce Lightning will open. On this page, enable the New [New] option given under the Standard Buttons section.
• Once we select the New [New] option, click on the Save button to save all the changes.

Configuring Campaign Page Layout in Salesforce Classic

1: From the Home page in Salesforce Classic, click on the Setup option to open the Setup page.

2: On the Setup page, use the Quick Find search box given in the left corner to search for the Campaign object.

3: After this, select the Search Layouts option given under the Customize > Campaigns section.

4: After clicking on the Search Layouts option, it will open the Campaign Search Layouts page. On this page, click on the Edit link given next to the Campaign List View option.

5: After clicking on the Campaigns List View option, it will open the Campaigns List View page. On this page, enable the New [New] option given under the Standard Buttons section.

6: At last, click on the Save button to save the changes and enable the New button for Campaign List View in Salesforce Classic.

At the end of this section, we discussed how to enable the New button for Campaign List View in both Salesforce Classic and Lightning editions.

Read: Report Tab not visible in Salesforce

Conclusion

So, in this Salesforce tutorial, we discussed how to solve the issue where a New button missing on Campaigns in Salesforce. Moreover, we discussed solutions for both Salesforce Classic and Salesforce Lightning.

These are 2 sets of solutions that we covered in this tutorial.

• How to assign Marketing User permissions in Salesforce
• How to Configure Campaign Page Layout in Salesforce