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Difficulty: EasyCampaign Management and Campaign Members

A Salesforce Administrator creates a new custom campaign member status called 'Visited Booth' for an upcoming trade show campaign. Which setting must the administrator configure on this status record so that members assigned this status are counted as campaign responses in reports?

  1. Select the 'Responded' checkbox for the status record.Answer
  2. B
    Select the 'Default' checkbox for the status record.
  3. C
    Map the status to the Lead Status field in lead conversion settings.
  4. D
    Associate the status with a designated Sales Process.

Answer

Select the 'Responded' checkbox for the status record.
Checking the 'Responded' box on a campaign member status record signals to Salesforce that any member assigned that status has meaningfully interacted with the campaign, which drives the response metrics on campaign summary reports.

Step-by-Step Solution

1
Identify the requirement for tracking campaign engagement metrics.
Campaign response reporting relies on the 'Responded' flag associated with campaign member statuses.
Salesforce aggregates metrics like Total Responses based on status values marked as responded.
2
Locate the Campaign Member Status settings on the Campaign record or Advanced Setup.
Access the list of campaign member statuses.
Each campaign member status has individual settings for 'Responded' and 'Default'.
3
Edit the 'Visited Booth' status and mark the 'Responded' checkbox.
Members assigned 'Visited Booth' will now be tracked as responded members in campaign analytics.
Checking 'Responded' explicitly tells Salesforce that reaching this status indicates candidate engagement.

Key Concept

Campaign Member Status Responded Flag
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Topics

Campaign Management and Campaign Members

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