Questions tagged [campaign-member]
CampaignMember represents the association between a campaign and either a lead or a contact.
179
questions
-1
votes
1
answer
38
views
Need help regarding record trigger flow
I am trying to update the status of lead record based on the status of campaign member record using a record trigger flow, it should work for multiple records.
can you tell me if it is required to ...
- 7
0
votes
0
answers
20
views
Setting a custom field with value of LeadOrContactOwnerId isn't working in before update trigger but working fine in after update trigger
I am trying to set a custom field (FCRM__FCR_First_Owner_Worked__c) on CampaignMember equals to LeadOrContactOwnerId in certain situations.
I tried it using before flow on Campaign Members but I am ...
- 3
2
votes
1
answer
72
views
How to delete orphaned Campaign Members
I have a Web-to-Lead form which adds Leads to a Campaign.
I had a lot of problems with hackers entering nonsense data through the form so I implemented a Flow which aimed to catch these and delete the ...
- 21
0
votes
0
answers
62
views
Is it ok to import campaign members to a parent campaign?
Currently, we have a hierarchy with parent and child campaigns. Right now, all campaign members are housed in child campaigns. I have a campaign that isn't relevant to any existing parent campaigns, ...
- 1
0
votes
0
answers
20
views
Help selecting fields in flow - Primary Campaign on Opportunity Record
I have been unsuccessful recreating a flow that populates the primary campaign source on the opportunity record before save. I followed step by step instructions however I can not correctly identify ...
- 21
0
votes
1
answer
50
views
Created trigger on Campaign Member, error when adding lead to campaign
I created a trigger to add the recent campaign to the contact record. An error now occurs when adding a lead to a record.
Error when adding lead to campaign: UpdateContact: execution of BeforeInsert ...
- 21
0
votes
1
answer
70
views
How can i show the Campaign Name on a Lead field
So I've been trying to use a trigger. But it's not working. Ive created thid method that gets called in afterInsert and afterUpdate. So I'm testing it by adding a lead on Campaign Member and nothing ...
- 11
0
votes
0
answers
65
views
Person Account creation AND Campaign Member activity in journey
enter image description hereIn SFMC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What ...
- 1
0
votes
1
answer
84
views
Querying CampaignMembers based on Lead fields
New to Apex and code in general so I would appreciate any recommendation on how I´m approaching this problem.
My Lead Object has a custom field utm_content__c that will hold as value the Id of the ...
0
votes
1
answer
526
views
How does the CampaignMember object work in terms of record visibility?
I am trying to understand how the CampaignMember object behaves in terms of security.
According to the Salesforce documentation, in order for a user to view a CampaignMember record the user must have ...
- 31
0
votes
0
answers
1k
views
Update lead/contact fields from Campaign Member triggered flow
I am creating a flow to update 2 fields on both lead/contact objects when a campaign member is added/updated. The 2 fields are "oldest campaign" and "newest campaign".
I created 2 ...
2
votes
0
answers
363
views
When merging two contacts in the same campaign with different campaign statuses, which status "wins"?
When two or more contacts belong to the same campaign and are merged in Salesforce, which campaign status is kept? For instance, contact A is in email subscription 1 with a status of "Subscribed,&...
0
votes
2
answers
2k
views
Campaign related list on Account only shows values for campaigns where a contact is a CampaignMember
I am running into an issue when displaying the Campaigns related list on an account page. If I add a Account as a campaign member (i.e. Type field on the CampaignMember record = "Account"), ...
- 43
1
vote
1
answer
992
views
How to automatically delete Campaign Members using a flow
So, I am developing a record triggered flow that will create or delete campaign members depending on the status of 5 custom checkboxes in the Lead object, so, when the checkboxes are ticked or ...
- 125
0
votes
0
answers
813
views
How to merge campaign / campaign member fields into email template?
I have Campaigns and Campaign Members created with an Eventbrite integration. I need an email sequence to go out via flow or manually with the Send List Email to the campaign members.
The merge fields ...
- 23
0
votes
1
answer
71
views
Tagging Lead with most recent pre-mql campaign (help with trigger)
I need some assistance, and greatly appreciate any help I can receive. I am trying to tag a lead with its most recent pre-mql campaign. The code I have does in fact work on insertion of a campaign ...
- 13
0
votes
1
answer
612
views
Set Campaign Member custom field in Pardot
I have a requirement to set a custom field while creating a Campaign Member from a Pardot form using "Add to Campaign". Currently the only field that can be set is the standard status field.
...
- 69
0
votes
1
answer
433
views
Change campaign of created Campaign members
I have a workflow that create a lead and a linked campaign members into a campaign .
The fact is this flow come from a package i can't change it (lead capture).
I want after the creation change the ...
- 43
0
votes
2
answers
569
views
Why do I NOT get an Owner.IsActive field when I Query Lead in my trigger (When Testing)?
In short: my Test Setup Method Creates Accounts/Contacts/Leads/Campaign/etc
I connect all of this data in my Test Setup method.
I update the data in my Test Method.
I query the Contacts and Leads, ...
- 1,481
0
votes
1
answer
3k
views
NavigationMixin for standard_recordrelationshipPage using a listview developername
Question:
is there a way to use a developer name of listview in a standard_recordrelationshipPage?
In Account object I created a custom single related list in LWC called Active Campaign Related List.
...
- 25
0
votes
0
answers
429
views
Facing issues in bulk update via data loader
I am trying to update the records in campaign member via data loader.
It keeps throwing me this error INSUFFICIENT_ACCESS_OR_READONLY: insufficient access rights on object id
Like this I have 1 lakh ...
- 45
0
votes
0
answers
22
views
Campaign CTI Automation
I wanted to know if there is any support for automation of calls in salesforce.
Basically, I want to automate campaigns such that we can dial calls to leads/contacts one by one (in order for all ...
- 45
0
votes
1
answer
485
views
Salesforce Entry Event Campaign Does Not Pull in Contacts on Activation
When selecting a campaign from a salesforce data entry event in Journey Builder it states "Select campaigns to add members to the Journey. Only members added to these campaigns after activation ...
- 75
0
votes
1
answer
732
views
Journey Builder Salesforce Data Source Campaigns not showing all Campaigns in Marketing Cloud
When I use Salesforce Data as an entry source in Marketing Cloud I'm not seeing all the Campaigns that are active on the CRM side. There are some that I am seeing but a vast majority are not showing ...
- 75
1
vote
1
answer
60
views
Mass edit a Campaign Member Blocktable
My team is using campaigns extensively for a handful of different recordtypes and a lot of time is wasted by having to click into each campaign members records to update information.
I set out as an ...
- 11
0
votes
1
answer
520
views
Salesforce Flow limitations
I have a flow where i want when the "Campaign Status" changes, to create new Campaign Member Status records and also update the Status of each Campaign Member. Some Campaigns have 80.000 ...
- 917
1
vote
1
answer
1k
views
Python Simple Salesforce - Upsert to CampaignMembers Object
I am trying to find an automated way to add contacts & leads to existing campaigns by using simple salesforce to upsert records to the CampaignMembers object. I have a CSV file with CampaignId and ...
- 23
0
votes
2
answers
189
views
Remove contacts from campaign using an apex class
I'm having an issue trying to get contacts removed from a campaign. I think it may be because I'm looking for campaign members instead of contacts, but I'm not entirely sure. I have the class set to ...
- 69
1
vote
2
answers
473
views
Lead ListView SOQL query with CampaignMember.Status fails through REST API
I'm trying to retrieve results from a Lead List View SOQL query via the REST API and found that the API always fails when the List View includes references to CampaignMember.Status. Based on the ...
- 11
0
votes
0
answers
49
views
process builder not running to create campaign member
I want to create Process builder which will create campaign member when contact is created and below conditions met
Region = EMea
Account Type = Partner
Partner Category = Distributor
Business Unit =...
0
votes
0
answers
1k
views
Campaign members auto-added to the campaign?
If I create a SFDC campaign and add members using a sfdc report (report type is "Contacts & Accounts") today.
Will the members to this campaign automatically get added based on the sfdc ...
- 23
0
votes
1
answer
637
views
Apex Code for Campaign Member List
I've been struggling with creating code (I am not a developer) for a VP where all Campaign Members with certain fields completed (CampaignMember.Article_Link__c) are displayed in a table.
The goal is ...
- 3
1
vote
0
answers
267
views
Using Journey Builder to update campaign member for both leads and contacts
We have a journey which both contacts and leads are injected into it. We would like to add both of those to a SF campaign without using using multiple decision splits and update campaign member ...
- 143
0
votes
1
answer
201
views
Campaigns with Subscriptions as "Campaign Members"
In our org we use Person Accounts, and they can be added as Campaign Members. We also use CPQ and keep tracking of customers' subscriptions. We have also added two Custom Fields "Subscription&...
- 917
0
votes
1
answer
686
views
Campaign Member Status VS Campaign Member Activity
what is the difference between Campaign Member Status and Campaign Member Activity fields? They seem quite the same and i cannot understand their difference. Campaign Member status indicates the ...
- 917
1
vote
1
answer
197
views
Import new contacts and campaign members together
I have a CSV file that includes contact's first name, last name, and email address. The file also includes campaign names. These contacts do not exist in the Salesforce. Is it possible to add these ...
- 127
0
votes
0
answers
251
views
CloudPage: CampaignMember creation not working
I have a CloudPage that contains a simple form. I ask for an email address, and upon submit, the page first checks in Salesforce if a (Person)Account exists. If not, it creates one, if so, then it ...
0
votes
1
answer
45
views
How can I stop using Data Loader to assign owners to Campaign Members?
Salesforce Enterprise Classic
I have an outbound team of 10 individuals. We are calling contacts and leads for various reasons.
Our Marketing Automation Platform populates Salesforce Campaigns with ...
- 21
0
votes
1
answer
21
views
Problem with IN Clause in soql
Hi everyone I'm having a problem with a query over campaignmember object, Im trying to use In clause to filter by id , but it retrieves nothing, crazy thing is that the list actually has an id, and it ...
1
vote
1
answer
709
views
How to determine when someone has been removed from a campaign (REST API)
Similar to this question, I'd like to be able to fire off a query (from an external application) to determine when someone is removed from a Salesforce Campaign. The question I linked has a good ...
- 135
0
votes
1
answer
629
views
How to find the Created Date of the Campaign Member associated to the Contact on an Opportunity
I am trying to find the Campaign Member Created Date based on the Contact Id and Campaign Id on an Opportunity record. I am newer to apex and struggling to find the record based on the combination of ...
- 5
0
votes
1
answer
1k
views
Does Marketing Cloud know to connect between Campaign Members and their associated Contacts or are these duplicates?
Please consider the two scenarios below:
Scenario 1
Using SQL, we're filtering Campaign Members based on some criteria to create a Sendable DE.
Which is the correct relationship to use to ...
- 358
1
vote
0
answers
138
views
Visualforce field value keeps changing after save
I'm having an issue with my visualforce page updating values if after saving even if I don't update that value on the save instance. I think it may be that I have my Save method written incorrectly?
...
- 11
0
votes
1
answer
1k
views
Campaign Member on Contact Related list
how can I add "Campaign Member" to the Related list on the Contact object? The Campaign Member has a lookup relationship to Contact and it seems to be fine. The only object where can I show Campain ...
0
votes
1
answer
257
views
Setting up cross object loop and update records
I am trying to set up a trigger that will run a SOQL query to find all Campaign Member records that are associated to a Lead record only. Once I have that list I would like to run a loop through the ...
- 5
2
votes
0
answers
111
views
How to choose which columns show when adding Contacts as Campaign Members?
Title says it all: How to choose which columns show when adding Contacts as Campaign Members?
- 4,642
0
votes
1
answer
483
views
Campaign Member Trigger to reference related Lead level field values [duplicate]
I am trying to write values to the Campaign Member fields based on values from the related Lead record. When I attempt to run this I get the error message:
addCampaignMemberValues: execution of ...
- 5
0
votes
1
answer
193
views
Updating CampaignMember Record via RESTful web service
Also new at APEX and this is my first crack at it. I want to update some fields on the CampaignMember object when I catch a Webhook on a force.com site. I have the Webhook working, however I am having ...
- 3
1
vote
1
answer
1k
views
Cross reference error when trying to add campaign member
I am trying to manually add a contact as a campaign member to a campaign and am getting a cross-reference error. When I try this in Classic, I receive the error graphic I am posting in this post. It ...
- 1,543
1
vote
1
answer
3k
views
ui.services.connection.api.PartnerConnectionException: INVALID_FIELD: salesforce
I gave permissions on Campaign to some profile - Read, Create, Edit
And on OWD I gave to the Campaign member - Controlled by Campaign.
When I entered Campaigns from a user in that profile- I see ...
- 1,199