An administrator is configuring a Salesforce campaign to evaluate attendee interactions from an industry tradeshow. The marketing team needs accurate tracking of high-value interactions (such as 'Visited Booth' and 'Attended Presentation') in campaign reporting metrics, as well as full visibility into campaign activity before and after leads are converted. Which two actions should the administrator take to fulfill these requirements?
- Create custom Campaign Member Status values for 'Visited Booth' and 'Attended Presentation', explicitly marking the 'Responded' checkbox for each.Cevap
- BRely on standard campaign settings, assuming any newly added custom status value automatically inherits the 'Responded' flag.
- Add the Campaign History related list to both Lead and Contact page layouts so users can view member history throughout the lead conversion lifecycle.Cevap
- DMap the standard Campaign Member Status field to the Opportunity Stage field in the Lead Conversion Field Mapping settings.
Cevap
The administrator should create custom Campaign Member Status values with the 'Responded' checkbox checked for meaningful engagement metrics, and add the Campaign History related list to both Lead and Contact page layouts.
To accurately measure campaign engagement, custom status values representing positive interactions must have the 'Responded' checkbox selected. Furthermore, adding the Campaign History related list to both Lead and Contact page layouts guarantees full visibility into member engagement before and after lead conversion.
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Anahtar Kavram
Campaign Member Status response tracking and Campaign History visibility across Lead conversion