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Thank you for joining this quick how to screen cast, brought to you by Salesforce support. To see more content like this hit subscribe. Salesforce has a button where you can add records to a campaign from a report and you can have that button in your own custom report types. So let me show you how this works. If you were to create your own report type, the real trick is to pick the right primary object. So it either needs to be accounts, contacts, or leads. Thats it. So for this use case, Ill just use contacts, but as long as you pick accounts, contacts, or leads, thats really all you need to do. It doesnt matter what other related objects you choose to include in your report type or not. Thats not really relevant. The primary object is the one we care about. So now Ill actually create a report using that new report type we created. So here it is, I select it. And now you just do whatever you do when you make your report, right? Modify the filters so that you get back the right
