Deduplicate Campaign Members

Introduction

Suppose you're working solely with Salesforce campaigns and don't have a dedicated marketing automation tool, such as Pardot or Marketing Cloud. In that case, you may not have the option to easily de-duplicate Campaign Members based on their Email Addresses. That's why we offer our Campaign Member Deduplication.

Setup Steps

Page Layout / Lightning Button

To do this, simply add the Remove Duplicate Members button to your campaign layout.
Go to Setup> Object Manager > Campaign > Page Layouts > Your primary Page Layout
Then select the Mobile & Lightnin Actions menu and drag and drop the Remove Duplicate Members button to your Buttons Panel.

Lightning Record Page / Dynamic Actions

If you're working with Dynamic Actions, click Setup> Edit Page while on a campaign record.
Click the Highlights Panel and Add Action.
Select the Quick Action: Remove Duplicate Members and click Done.
Finish your Setup by clicking Save in the top right corner.