A Salesforce Administrator is setting up a corporate summit campaign. The marketing team needs to measure prospect engagement by tracking who attended the session, while also ensuring that campaign membership history is preserved when leads are converted. Which two administrative actions should be taken to meet these requirements?
- Add a custom Campaign Member Status value of 'Attended' and check the 'Responded' box for that status.Answer
- Associate leads with the campaign prior to conversion so campaign member records automatically transfer to the converted contact.Answer
- CAdd a custom Campaign Member Status value of 'Attended' while leaving the 'Responded' checkbox unselected to maintain default reporting.
- DConfigure custom lead field mapping to map the Campaign Member ID directly to a custom Opportunity lookup field.
Answer
The administrator must create the custom Campaign Member Status 'Attended' with the 'Responded' checkbox enabled, and ensure leads are associated as Campaign Members before lead conversion so their history transfers to the Contact.
To accurately measure campaign success, custom status values representing positive engagement (such as attending an event) must have the 'Responded' setting enabled. Additionally, standard Salesforce behavior automatically links a Lead's Campaign Member history to the resulting Contact record upon lead conversion.
Step-by-Step Solution
Key Concept
Campaign Member Status response tracking and Campaign Member behavior during Lead Conversion