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Difficulty: MediumCampaign Management and Campaign Members

An administrator at a global freight logistics company is configuring a Salesforce Campaign to track attendee interactions for an annual supply chain summit. The marketing team needs to differentiate between members who RSVP 'Attending' and members who actually complete physical check-in at the booth, while ensuring both interactions increment the total 'Value Responded' count on campaign reports. Which configuration step should the administrator take to meet this requirement?

  1. Add custom Campaign Member Status values for 'Attending' and 'Checked In', and select the 'Responded' checkbox for both values.Answer
  2. B
    Add custom Campaign Member Status values for 'Attending' and 'Checked In', but leave the 'Responded' checkbox unchecked so default response counters remain unmodified.
  3. C
    Configure Lead Conversion Field Mapping to map the custom Campaign Member Status picklist directly to custom Opportunity stage fields.
  4. D
    Change the Organization-Wide Default (OWD) sharing setting for Campaign Member to Public Read/Write/Transfer to recalculate responses.

Answer

Add custom Campaign Member Status values for 'Attending' and 'Checked In', and select the 'Responded' checkbox for both values.
In Salesforce Campaign Management, custom Campaign Member Status values determine how member activity is evaluated. Marking the 'Responded' checkbox on custom status values like 'Attending' and 'Checked In' signals to Salesforce that members with these statuses have actively engaged, thereby updating aggregate campaign response reports correctly.

Step-by-Step Solution

1
Navigate to the Campaign Member Statuses related list on the Campaign or Advanced Setup.
Access the interface to create and modify custom status picklist entries.
Standard campaign member status values ('Sent' and 'Responded') must be supplemented to support specific business tracking stages.
2
Create the custom values 'Attending' and 'Checked In'.
Two distinct tracking statuses are available for campaign members.
Allows the marketing team to categorize members based on specific engagement actions.
3
Check the 'Responded' checkbox for both 'Attending' and 'Checked In'.
Any member updated to either status will be flagged as a respondent.
Salesforce aggregates campaign response statistics based strictly on Campaign Member Statuses where the 'Responded' flag is set to true.

Key Concept

Campaign Member Status Responded Flag Configuration
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Topics

Campaign Management and Campaign Members

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