A Salesforce Administrator at a regional healthcare network is setting up a Salesforce Campaign to track participant engagement for a preventative health screening initiative. The marketing manager needs to evaluate campaign effectiveness based on positive responses and ensure that custom promotional tracking data gathered on incoming leads is preserved when those leads convert. Which two administrative actions should the administrator perform to satisfy these requirements? (Select 2 answers)
- Add custom Campaign Member Status values and check the Responded box for statuses indicating active engagement.Answer
- Map custom Lead fields to corresponding custom Contact or Opportunity fields in Lead Conversion Field Mapping.Answer
- CCreate a custom junction object between Campaign and Lead to store custom engagement status values.
- DConfigure an Account validation rule to automatically set Campaign Member responses upon lead conversion.
Answer
The administrator must create custom Campaign Member Statuses with the 'Responded' flag set for active participation, and configure Lead Conversion Field Mapping to map custom Lead fields to custom Contact or Opportunity fields.
Tracking campaign engagement accurately requires defining relevant Campaign Member Status values and flagging positive interactions with the Responded checkbox. Additionally, retaining custom campaign attributes collected on leads post-conversion requires mapping custom Lead fields to destination Contact, Account, or Opportunity fields.
Step-by-Step Solution
Key Concept
Campaign Member Status Tracking and Lead Conversion Field Mapping