How Can We Help?
How do I assign Permissions to Users and Admins of Campaign Status Defaults
Learn how to manage permissions for users and admins in assigning campaign status defaults efficiently.
Post update steps – Assign permission sets to users using
Campaign status
Ensure all users using Campaign status have one of the Campaign status Permission Set assigned
Goto Setup > Users > Click into user record > Scroll down to
“Permission Set Assignments” and click ‘Edit assignments’
Now select the relevant Permission set from the following and click Add and save:
- Campaign Status Admin User
Assign this Permission Set to those users that will be maintaining the Campaign Status Default Status’s OR will need to run the Mass Update
processor - Campaign Status Std User (standard)
Assign this Permission Set to users that will be creating or updating
Campaigns. These users will need this Permission Set in orderto be able to
create or update Campaign Status defaults. Without this, the defaulting of
new Status will not work and an error log would be created.
