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…

Question

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.

• A
  8% (3)
• B
  3% (1)
• C
  72% (26)
• D
  17% (6)

Explanation

The 'Marketing User' checkbox on a user's record is a required flag that grants the ability to create, manage, and update Campaign Members and their statuses. Without this checkbox enabled, users may view Campaign records but cannot add new members or change member statuses. This setting is separate from profile-level permissions and object access. Option A (permission set) is not the standard mechanism for enabling Campaign Member management and would not address the root cause. Option B (access to Leads and Contacts) is relevant to which records can be added as members but is not the gating factor for the permission to manage Campaign Members at all. Option D is a workaround that bypasses the actual permission issue rather than resolving it.

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