A Salesforce Administrator is setting up a new campaign to track constituent participation for an upcoming corporate seminar. The marketing director requires campaign member reporting to accurately count attendees who accept the invitation as responded. Additionally, custom tracking data collected on lead records must carry over to contact records when leads are converted. Which two administrative actions must be configured to fulfill these business requirements?
- Select the Responded checkbox for custom Campaign Member status values that indicate positive engagement.Cevap
- Configure custom Lead field mapping to target Contact fields using the Map Lead Fields tool in Object Manager.Cevap
- CCreate custom campaign member status values without selecting the Responded checkbox, relying on campaign hierarchy totals to automatically register responses.
- DEnable automatic lead field conversion mapping within Campaign Settings to transfer unmapped lead fields to standard contact fields.
Cevap
The administrator must select the Responded checkbox for positive campaign member statuses and map custom Lead fields to custom Contact fields via the Map Lead Fields button in Object Manager.
Checking the Responded checkbox on custom Campaign Member statuses ensures accurate response tracking in campaign performance reports and hierarchy totals. Furthermore, mapping custom Lead fields to destination Contact fields in Object Manager guarantees that custom tracking data transfers successfully during lead conversion.
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Anahtar Kavram
Campaign Member Status response tracking and custom Lead field mapping during conversion