ADM-201 · Question #366
A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the Campaign, but add new Campaign Members or update Member statuses. How can an administrator…
The correct answer is C. Make sure the Marketing User Checkbox is checked on the user record page. If a sales user can view a Campaign but cannot add or update Campaign Members, the administrator should verify that the 'Marketing User' checkbox is enabled on the user's record.
Question
A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the Campaign, but add new Campaign Members or update Member statuses. How can an administrator troubleshoot this problem?
Options
- ACreate a permission set to allow the user to edit Campaign Members.
- BProvide the user access to both Leads and Contacts to edit all Members.
- CMake sure the Marketing User Checkbox is checked on the user record page.
- DRun a Campaign report and update any Member information via Data Loader.
How the community answered
(42 responses)- B2% (1)
- C95% (40)
- D2% (1)
Why each option
If a sales user can view a Campaign but cannot add or update Campaign Members, the administrator should verify that the 'Marketing User' checkbox is enabled on the user's record.
While a permission set could grant broader edit permissions, the specific 'Marketing User' checkbox is the primary control for full Campaign Member management capabilities.
While access to Leads and Contacts is needed to add them as members, the inability to manage existing Campaign Members or update their statuses points to a missing 'Marketing User' permission, not just source record access.
The 'Marketing User' checkbox on a user's record is a foundational permission required for managing Campaign Members, including adding new members and updating their statuses, even if the user has read access to the Campaign record itself.
Using Data Loader is a method for mass data manipulation and is not a troubleshooting step for a user's inability to perform actions in the Salesforce user interface.
Concept tested: Marketing User permission for Campaign management
Source: https://help.salesforce.com/s/articleView?id=sf.campaigns_enable_users.htm&type=5
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