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 order to 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.