An administrator at a B2B SaaS company is setting up a new Campaign to track attendance for a technical workshop series. The marketing team requires that attendee responses be accurately recorded for reporting and that existing Lead campaign history is preserved on the Contact record upon lead conversion. Which two actions should the administrator take to fulfill these requirements? (Choose two.)
- Add custom Campaign Member Status values on the Campaign record and mark engagement status values as 'Responded'.Cevap
- BConfigure Lead Conversion Field Mapping to map Campaign Member custom fields to Contact custom fields.
- Rely on standard Lead Conversion functionality to automatically associate existing Campaign Member records with the converted Contact.Cevap
- DModify the default Campaign Member Status picklist value on the Campaign Member object in Object Manager.
Cevap
The administrator should add custom Campaign Member Status values directly on the Campaign record and flag active engagement statuses as 'Responded', while relying on standard Lead Conversion to automatically retain campaign history on the converted Contact record.
Configuring custom Campaign Member Statuses on the Campaign record and checking the 'Responded' box enables precise reporting on attendee engagement. Additionally, standard Salesforce Lead Conversion automatically moves all existing Campaign Member history from the Lead to the converted Contact without extra field mapping.
Adım Adım Çözüm
Anahtar Kavram
Campaign Member Status Tracking and Lead Conversion Behavior