A marketing operations administrator at a renewable energy company is setting up a Salesforce Campaign to track participant engagement for a regional community solar initiative. The team needs to accurately aggregate engagement metrics when member statuses change and ensure custom campaign details on lead records are preserved when leads become customers. Which two actions should the administrator take to achieve these requirements?
- Select the Responded checkbox on custom Campaign Member Statuses such as 'Attended' to ensure member interactions increment campaign response metrics.Answer
- BEnable the 'Auto-Convert Campaign Leads' setting under Campaign Settings to automatically map campaign member history during lead conversion.
- Configure Lead Custom Field Mapping in the Lead Object Manager to map custom lead tracking fields to corresponding custom Contact or Opportunity fields.Answer
- DCreate a Roll-Up Summary field on the Lead object that calculates total Campaign Member responses prior to lead conversion.
Answer
The administrator must select the Responded checkbox on relevant custom Campaign Member Statuses and map custom Lead fields to corresponding Contact or Opportunity fields under Lead Custom Field Mapping.
Selecting the Responded flag on custom Campaign Member Statuses allows Salesforce to increment response metrics correctly when members engage. In addition, mapping custom Lead fields in Object Manager guarantees that custom tracking data collected during the campaign is retained on Contact and Opportunity records after lead conversion.
Step-by-Step Solution
Key Concept
Campaign Member Status response tracking and Lead conversion field mapping