3 Steps to Successful Campaign Calendar Setup

Here are some quick tips on getting the most out of the Campaign Calendar app trial.  If you are a marketing user in Salesforce.com and haven't yet installed the trial, it installs easily in minutes without any data migration or complex configuration. To get you started, here are the QuickStart Installation Instructions as well as the link to Campaign Calendar's AppExchange listing.

Because Campaign Calendar is designed to be used by the whole company (Marketing, Sales, Support, Executive Team, etc) we occasionally have Salesforce.com Admins ask about the best way to roll it out to their trial users.  Here's our checklist of the 3 things needed to ensure a successful Campaign Calendar setup:


Campaign Calendar gives you a simple, intuitive way to share your Campaign schedule with your entire Salesforce user base without opening the Campaigns tab. Set-up tips:

1. Ensure each user has the "Marketing User" checkbox enabled.

2. Set “Read” access on Campaign object for users outside Marketing. This ensures minimum profile permissions.


3. Add the Campaign Calendar tab to your User’s default Applications (Campaigns tab is not required).

NOTE: If you enabled new Profiles after your initial installation, you may need to manually enable the appropriate Apex Classes and Visualforce Pages located at the bottom of the profile.