The “Marketing User” checkbox is perhaps one of the quirkiest Salesforce settings. A field found on the user record, enabling this checkbox will give a user the ability to create, edit, and delete campaign records, plus other campaign management capabilities. So, next time a user says “I can’t create campaigns”, you know where to look …
Here are highlights from article Grant Access Permissions to Salesforce Campaigns: The Marketing User Checkbox | Salesforce Ben
1. Salesforce Marketing User Checkbox Capabilities:
– Ability to create, edit, and delete campaign records
– Ability to add or edit campaign member statuses on campaign records
– Ability to import leads or contacts as campaign members
– Ability to edit campaign history on lead or contact records
2. How to enable a Marketing User in Salesforce:
– Go to the user’s record in Setup
– Click the Edit button and select the “Marketing User” checkbox
3. Checking Who’s a Marketing User:
– Pull a report in the Reports tab in Salesforce
– Select the Users report type and add fields for Profile, Marketing User, and User ID
– Use filters to narrow down the results and see which users have the Marketing User checkbox enabled
4. Access to Campaigns – Not Profiles or Permission Sets:
– The Marketing User checkbox grants access to specific permissions for campaign management
– It is different from profiles and permission sets, which assign permissions for other actions in Salesforce
5. Quirkiness of the Marketing User Checkbox:
– It is one of the few checkbox permissions that grants access to a set of specific permissions, rather than being assigned through profiles or permission sets.
You can read it here: https://sfdc.blog/tFExa
Source from salesforceben(dot)com