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Zorluk: OrtaCampaign Management and Campaign Members

An administrator at a manufacturing company is configuring a Salesforce Campaign to evaluate participant engagement for an interactive product workshop. The marketing team requires a custom Campaign Member Status called 'Attended' that accurately updates campaign response metrics such as Total Responses. Which action should the administrator take to fulfill this requirement?

  1. Add the custom Campaign Member Status 'Attended' to the campaign settings and select the Responded checkbox.Cevap
  2. B
    Add the custom Campaign Member Status 'Attended' to the campaign settings and leave the Responded checkbox deselected, relying on default status automation.
  3. C
    Map the Campaign Member Status field to a custom field on the Lead object prior to converting leads into contacts.
  4. D
    Create a custom picklist field on the Contact object for 'Attended' and link it to the Campaign via a standard lookup relationship.

Cevap

Add the custom Campaign Member Status 'Attended' to the campaign settings and select the Responded checkbox.
To ensure custom campaign member statuses count toward campaign response metrics, the administrator must explicitly check the 'Responded' box when defining or editing that status. This flag designates the status as a positive response in campaign roll-up calculations and summary reporting.

Adım Adım Çözüm

1
Navigate to the Campaign detail page or Campaign Member Statuses configuration panel.
Access member status settings for the specified campaign.
Campaign member status values and response flags are defined on the Campaign object level.
2
Create the custom member status entry named 'Attended'.
The new status becomes available for assignment to campaign members.
Custom status values allow tracking specific engagement behaviors beyond standard defaults.
3
Enable the 'Responded' checkbox for the 'Attended' status.
Salesforce classifies member records with this status as responses.
The 'Responded' checkbox determines whether members with that status increment total responses and response rate metrics in campaign summary reporting.

Anahtar Kavram

Campaign Member Statuses and Responded Tracking
Tahmini Süre:1m 30s
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Konular

Campaign Management and Campaign Members

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