An administrator at a financial services company creates a new Campaign record to track attendee engagement for an upcoming seminar. The marketing team requires a custom Campaign Member status named 'Session Attended' that should be factored into the campaign's ROI and response metrics. The administrator adds the 'Session Attended' status value to the Campaign Member Statuses related list and updates 150 members to this new status. However, campaign metrics indicate that 'Total Responded' remains 0, and campaign performance reports do not count these members as responded. Which action must the administrator take to ensure these members are accurately included in response calculations?
- Edit the 'Session Attended' status entry on the Campaign Member Statuses related list and check the 'Responded' box.Cevap
- BModify the Organization-Wide Defaults for Campaign Members to automatically recalculate response metrics.
- CConfigure custom Lead field mapping to map the Lead Status picklist directly to the Campaign Member Status field.
- DCreate a custom roll-up summary field on the Campaign object to count members with the 'Session Attended' status.
Cevap
Edit the 'Session Attended' status entry on the Campaign Member Statuses related list and check the 'Responded' box.
In Salesforce, creating a custom Campaign Member status value does not automatically designate it as a response. To ensure that members assigned a custom status (such as 'Session Attended') are counted toward campaign response metrics—such as 'Num Responded in Campaign' and summary report metrics—an administrator must edit the status in the Campaign Member Statuses related list and enable the 'Responded' checkbox.
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Campaign Member Status Responded Flag