An administrator at a commercial real estate firm is setting up a Salesforce Campaign to manage an upcoming annual leasing expo. The marketing team requires custom member statuses of 'Invited', 'Registered', 'Attended', and 'No Show' to evaluate prospect engagement, and wants actual attendee participation to accurately reflect in campaign response metrics. Additionally, custom lead details captured during registration must automatically transfer when prospect leads are converted into contacts. Which two actions should the administrator take to fulfill these requirements?
- Select the 'Responded' checkbox for the 'Registered' and 'Attended' custom Campaign Member Status values.Answer
- Map custom Lead fields to corresponding custom Contact or Opportunity fields in Lead Conversion Field Mapping.Answer
- CSet the default Campaign Member Status to 'Attended' on the campaign record layout so newly added members automatically update response totals.
- DCreate a custom junction object between Campaign Member and Lead records to carry over custom lead fields during conversion.
Answer
The administrator should check the 'Responded' box for engagement statuses ('Registered' and 'Attended') in Campaign Member Status settings, and map custom Lead fields to target custom Contact or Opportunity fields in Lead Conversion Field Mapping.
To track campaign engagement accurately, status values indicating positive interaction (such as 'Registered' and 'Attended') must have the 'Responded' checkbox enabled in Campaign Member Status settings. Furthermore, to retain lead data captured during campaign enrollment upon conversion, the administrator must configure standard Lead Conversion Field Mapping.
Step-by-Step Solution
Key Concept
Campaign Member Status response tracking and Lead Conversion Field Mapping