Thursday, September 13, 2018

Edit the Category Field in a Marketing Campaign Record

The category of a campaign record cannot be changed if the campaign is set as the default lead source of the category.

To enable the field for editing, perform the following steps:

     1. Navigate to Setup > Marketing > Categories.

     2. Edit the Category.

     3. Remove the lead source set in the Default Lead Source field.

     4. Click Save.


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