A marketing team needs to accurately track prospect engagement for a newly launched webinar campaign and ensure that custom lead details captured during the campaign are preserved when leads are converted. Which two administrative actions should the Salesforce Administrator perform?
- Configure the Campaign Member Statuses for the campaign and mark engagement statuses such as 'Attended' as Responded.Cevap
- Map custom Lead fields to custom Contact or Account fields within Lead Conversion settings to retain campaign data during conversion.Cevap
- CSet the default Campaign Member Status to 'Responded' so all invited prospects automatically increment campaign response counts.
- DCreate custom automation to re-associate Campaign Member records with Contacts because lead conversion deletes existing campaign memberships.
Cevap
The administrator should configure Campaign Member Statuses to check the 'Responded' flag for true engagement statuses, and map custom lead fields in Lead Conversion settings to preserve data during conversion.
To track campaign success accurately, specific campaign member status values (like 'Attended') must be configured with the 'Responded' checkbox enabled. Additionally, preserving custom campaign data captured on leads during conversion requires mapping custom lead fields to custom contact or account fields in setup.
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Anahtar Kavram
Campaign Member Status response tracking and Lead Conversion field mapping