An organization hosts an executive summit and adds several leads as Campaign Members. The sales director wants to convert these leads into contacts and opportunities while ensuring that historical campaign participation remains visible on the resulting contact records and that generated revenue is correctly attributed to the summit campaign. Which two actions should the administrator take to achieve this requirement? (Choose 2)
- Rely on standard lead conversion functionality, which automatically relates existing Campaign Member records from the lead to the newly generated contact.Cevap
- Populate the Primary Campaign Source field on the opportunity created during conversion so that opportunity amount is attributed to campaign ROI.Cevap
- CUse the standard Lead Conversion Field Mapping setup tool to map custom Campaign Member status fields directly to custom fields on the Account object.
- DDeselect the Responded flag on all custom Campaign Member Statuses for the summit campaign so that lead conversion does not duplicate member metrics.
Cevap
The administrator should rely on standard lead conversion to automatically transfer Campaign Member records to the newly created contact, and populate the Primary Campaign Source field on the resulting opportunity for revenue attribution.
Standard lead conversion automatically moves existing Campaign Member records from the converted lead to the newly created or matched contact record, ensuring participation history is preserved. Furthermore, placing the campaign in the Primary Campaign Source field on the opportunity directly links opportunity value to the campaign for accurate ROI tracking.
Adım Adım Çözüm
Anahtar Kavram
Campaign Member Behavior during Lead Conversion and Revenue Attribution