sf_create_campaign

Create a new Salesforce Campaign record. Set name, type, status, start/end dates, budgeted cost, expected revenue, and description. Returns the new Campaign ID. Use sf_add_campaign_member or sf_bulk_add_campaign_members to populate members afterward.

Server Salesforce Marketing salesforce-marketing-mcp
Category Write
Risk class Medium
Parameters 81 required

What sf_create_campaign does on Salesforce Marketing

AI agents use sf_create_campaign to create or update resources in Salesforce Marketing — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Salesforce Marketing environment.

ParameterTypeRequiredDescription
name string Yes
type string
status string
endDate string ISO date string YYYY-MM-DD
startDate string ISO date string YYYY-MM-DD
description string
budgetedCost number
expectedRevenue number

Parameters from the server's own tool schema.

Why sf_create_campaign needs a policy

This tool creates a new Campaign record with various fields (name, type, status, dates, budgeted cost, expected revenue). Creation of records is a reversible write operation.

From the tool's definition Create a new Salesforce Campaign record. Set name, type, status, start/end dates, budgeted cost, expected revenue, and description. Returns the new Campaign ID.

Questions about sf_create_campaign

What does the sf_create_campaign tool do? +

Create a new Salesforce Campaign record. Set name, type, status, start/end dates, budgeted cost, expected revenue, and description. Returns the new Campaign ID. Use sf_add_campaign_member or sf_bulk_add_campaign_members to populate members afterward. It is categorised as a Write tool in the Salesforce Marketing MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does sf_create_campaign accept? +

sf_create_campaign accepts 8 parameters: name, type, status, endDate, startDate, description, budgetedCost, expectedRevenue. Required: name. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_create_campaign? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_create_campaign: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Salesforce Marketing. Nothing to install.

What risk level is sf_create_campaign? +

sf_create_campaign is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit sf_create_campaign? +

Yes. Add a rate_limit block to the sf_create_campaign rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block sf_create_campaign completely? +

Set action: deny in the PolicyLayer policy for sf_create_campaign. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides sf_create_campaign? +

sf_create_campaign is provided by the Salesforce Marketing MCP server (salesforce-marketing-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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