Campaign Monitor for Salesforce objects in page layouts
When you connect Campaign Monitor for Salesforce, you have the option to add objects to Contact, Lead and Campaign page layouts for easy access to campaign statistics and subscriber management tools.
As explained below, these objects can be added later if it was skipped during installation. They can also be removed if you no longer require the functionality.
Salesforce administrator access is required to carry out the instructions below. This help topic is based on the Spring '17 release of Salesforce, using the Salesforce Classic interface.
Add or remove objects from page layouts
If the "Subscriber List Memberships", "Email Tracking Statistics" and "Campaign Monitor Statistics" objects are missing from your contact, lead and campaign page layouts, you can either add or remove them all at once:
- In Salesforce, click the app menu at the top right, then select Campaign Monitor Admin.
- Click the Advanced Settings tab.
- Below "Add to Page Layouts", click Run.