An administrator is configuring Campaign Management to track marketing performance for a company. The marketing team requires accurate reporting on campaign member engagement, custom member statuses, and historical campaign involvement when leads progress through the sales pipeline. Which two statements describe correct system behaviors and administrative considerations for Campaign Members? (Select 2 answers)
- When a Lead is converted, existing Campaign Member records linked to that Lead are automatically updated to relate to the newly created Contact.Cevap
- BCreating or modifying custom Campaign Member Statuses on a parent campaign automatically updates the available statuses on all existing child campaigns in a hierarchy.
- Setting the 'Responded' checkbox on a custom Campaign Member Status includes members assigned that status in the Campaign's summary metrics for responses.Cevap
- DCustom fields configured on the Campaign Member object are automatically mapped to custom fields on the Opportunity object during Lead conversion.
Cevap
The two correct statements are that converting a Lead automatically updates associated Campaign Member records to relate to the newly created Contact, and flagging a custom Campaign Member Status as 'Responded' counts those members in campaign response summary metrics.
When a Lead converts, Salesforce maintains full campaign history by re-linking the Lead's existing Campaign Member records to the newly created Contact. Additionally, selecting the 'Responded' checkbox on a Campaign Member Status configuration ensures members holding that status are included in campaign response totals.
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Campaign Member behavior during Lead conversion and Campaign Member Status configuration