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Questions tagged [campaign-member]

CampaignMember represents the association between a campaign and either a lead or a contact.

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Need to clone existing visualforce page and add in member status [on hold]

I would like to clone the existing marketing cloud send email visualforce page and add in the member status field from the component. Does anyone have experience doing this?
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20 views

Processing CampaignMember object without hitting governor limits

Campaign is used to create parent campaign which is assigned to each term. Each parent gets set of child campaigns with parentId=null (that's how we distinguish between parent and child campaigns) ...
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17 views

Campaign and Campaign member relationship

I wanted to get the structure of Campaign and Campaign Member in Salesforce. these two objects are connected via Lookup in the system but on the Campaign(Parent) object, it allows me to create a Roll-...
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13 views

Campaign Data from Salesforce to Eloqua

I am looking to send campaign data from Salesforce to Eloqua. I am just not sure what the best approach is or if there is anything built in that can help me do this. If not would the only way be to ...
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29 views

Problems with campaign member status field value

I'm trying to add campaign member status picklist value as per the document Add campaign member status value, followed all the steps this value is now available for that record only even this value is ...
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1answer
43 views

testing upsert campaign members gives error: INVALID_CROSS_REFERENCE_KEY, invalid cross reference id: []

Testing my apex controller in my dev org runs fine. However, testing the same file in another dev org gives error INVALID_CROSS_REFERENCE_KEY, invalid cross reference id: [] Here is the controller ...
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1answer
10 views

Is it possible to change the case on a campaignMemberStatus record

simple issue3 - user enters campaign member status via the UI with a typo, in this case Fellow - INterested, and I need to update it to Fellow - Interested. update via the UI in 'advanced setup' on ...
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1answer
59 views

How to update campaign member status throughout a journey

I have a journey that uses a Salesforce campaign as the entry event. This campaign has 7 statuses (Added, Sent, Opened, Clicked, Registered, Attended, and Not Attending). I’d like to track and update ...
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39 views

Help fixing trigger/class for Campaign lookup fields

I have a couple of custom Campaign lookup fields on the Contact object called First Campaign and Most Recent Campaign. These lookup fields need to get populated with the ID of the appropriate ...
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1answer
40 views

Connect Individual Email Results from Marketing Cloud to Campaign in Sales Cloud

this is our situation: We are using Marketing Cloud as a tool to send out emails to customers. Sales Cloud is being used to store the customer data and perform all the reporting etc. We are now ...
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57 views

Error when validating a Change Set: “In field: excludeButtons, no such standard action”

I'm deploying from a Sandbox(Develop) into another Sandbox(Partial) but when trying to validate the Change Set got the following error referring to Campaign Member Page Layout in target org: 'In ...
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10 views

Campaigns - custom status & cloning in LEX

I would like to have custom statuses on campaigns. In Classic it works via cloning the campaigns - then we don-t have to set up the custom status for every particular case. After performing some ...
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16 views

Campaigns - advanced setup

I created custom statuses in the Advanced Setup within Campaigns (SFDC, Classic). Do you know how to add this Advanced Setup to LEX? I found one doc (below link), but don't know how to add Campaign ...
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1answer
26 views

How to add Contact to appropriate Campaign

I have a 'Highest Priority' field(declarative rollup summary field) on contact object. I have some campaigns namely Red, Orange, Blue, Green, White which are mapped to the 'Highest Priority' field. I ...
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1answer
36 views

Formula that uses IF statements not working

I am trying to use a formula field on the Campaign Member object to pull from either a Lead or Contact. The Formula Text field works but the Formula Number field does not, and I am not sure why. So ...
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1answer
30 views

SFDC Campaigns: Updating responded checkbox, but campaign members not udpating

I've found several Campaigns where the Campaign Member statuses were incorrectly marked as Responded. Take an Event campaign for example: the member statuses "No Show" and "Registered" had the ...
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1answer
48 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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1answer
80 views

Journey Builder “Send Email” activity not triggering from Salesforce Campaign entry source

I have a journey set up where the entry source is a Salesforce Campaign. The very first item on the journey is an email send, as seen below: However, when I go to activate the journey, it doesn't ...
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72 views

How to add parent campaign members to child with different status?

We are using campaigns as course and lesson attendance. The parent campaign is the course name, and each weekly lesson is a child campaign. -- Math K3 ---- Math K3 20181204 ---- Math K3 20181211 etc.....
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1answer
97 views

Opportunity was NOT connected to Campaign - how to fix?

I had a lead created on 10/15 and added to a campaign. Then on 11/1, that lead was converted to both a contact, opportunity, and attached to an existing account. When I look at the details for the ...
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1answer
51 views

How do I create a custom report type with Campaign and Person Account

Background I have these objects: Person Account Appointment Invoice Invoice Line Which have these relationships: Appointment has a lookup to Person Account Invoice Line has a master-detail lookup ...
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1answer
38 views

How to create a flow that runs through each contact on the task, and adds them to the campaign members [closed]

Business requirement A process that starts a flow A flow that runs through each contact on the task, and adds them to the campaign. Campaign Members created in this way should have their own special ...
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1answer
18 views

Updating Member Status Options?

Hello Stack Exchange! I'm really struggling to find the option to create new labels for the Campaign Member Status picklist. We'd like them to reflect RSVPs for events as this is the primary use ...
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210 views

Not covering batch execute method querying CampaignMember

AccountActivityUpdateBatch class execute method is not covering the for loop. Here is my test class. @istest public class AccountActivityUpdateBatchTest { @testSetup static void setup() { ...
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2answers
51 views

CampaignMember SOQL query

In my apex code I want to retrieve a campaignMember with a given email. The query [SELECT status FROM campaignMember WHERE email = :emailVar]; Returns the problem message No such column email ...
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1answer
65 views

Process Builder: Criteria for Member Deleted from Campaign

From within Process Builder, I would like to setup a criteria such that every time I delete a contact from a campaign, it would kick off an action. To detect deleting a contact, I have setup the ...
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1answer
147 views

Marketing Cloud send to Campaign personalization

Trying to show personalization strings from Campaign and CampaignMember object when doing a send to Salesforce Campaign via Marketing Cloud and later also pass these on to a Cloud Page. Based on ...
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1answer
87 views

How to use Campaign's Name in an Email sent with 'Send List Email' feature?

I'm composing an email to be sent to all members of my campaign. I use Summer '18 Release's new feature which is mass email sending through the campaign object. What I need is putting Campaign's ...
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74 views

insufficient access rights on object id on CampaignMember

I am updating CampaignMember status using SOAP API and it is throwing insufficient access rights on object id Am using a System Admin user and it is working fine for other campaigns but failing ...
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1answer
113 views

Update SF Campaign Member Status Using AMPSCRIPT

I am trying to update a Campaign Member Status record using AMPSCRIPT. I am using the following AMPSCRIPT to do this: %%[ var @campaignmemberid,@response set @campaignmemberid = QueryParameter('...
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6 views

Ensure same account manager has same accounts over multiple campaigns?

We have 6 account managers who reach out to customers who have registered with us. We contact them at 7 days, 45 days and 90 days (three separate campaigns) Currently, I have to run a report in ...
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2answers
62 views

How to get campaign owner from campaign member

trigger SendEmailOnDeleteCampaignMember on CampaignMember (after delete) { CampaignMember cmp = trigger.old[0]; Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage(); ...
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56 views

Display “Campaign History” as a related list on Account Detail Page

As of now, Campaigns are showing up as a related list (i.e. "Campaign History") on the Contact detail page, if the Contact record is a Campaign Member of a Campaign. I would also like to display the "...
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1answer
56 views

Pro/Con for Salesforce Send (Report vs Campaign)

Are there any Pro/Con for Salesforce Sends using Marketing Cloud Connect between Reports and Campaigns? Why would you send to a Report versus send to a Campaign?
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1answer
94 views

Unable to create a Master-detail link on Campaign Member

I have a scenario where I have to roll up the count of active campaigns that a contact is enrolled in. To achieve this, I tried to create a master-detail on the Campaign Member to the contact. But I ...
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1answer
104 views

Is it possible to combine rows within an SOQL query

I am currently writing a query for the Campaign Members collection. The collection contains many sets of CampaignMembers that are identical in every queried field except for CampaignId When ...
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1answer
132 views

Trigger Not Working on Campaign Members From Child Campaigns

So I have this apex trigger I wrote which is working just fine. I am currently experiencing a very weird issue where the Trigger does not work if the Campaign where the campaign members are from has a ...
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1answer
443 views

Setting a Campaign Member RecordType automatically based on the Campaign RecordType

So far I've seen the Campaign Member Record Type is set based on the Campaign Member Type field which the Campaign has. What I need is to set the Campaign Member RT based on the Campaign's RT. Is ...
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1answer
303 views

500 error on Cloud Page

Here is the code on my cloud page. I'm a trying to change the status of a campaign member to Responded if they click on the RSVP button in an email. I am getting a 500 error. Does anyone see ...
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1answer
210 views

Unit test keeps failing an “Insert” Campaign Member Status Apex Trigger (works in UI)

I am trying to write a Unit Test that passes an Apex trigger for inserting 2 custom CampaignMemberStatus records. The trigger is performing as expected in the Sandbox UI as an end user, however it ...
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1answer
54 views

How can I report all accounts that don't have any CampaignMembers for a specific campaign?

I have a request for reporting on all accounts that don't have at least 1 contact that is a Campaign Member on a specified campaign, but I'm struggling to build this report. It feels like cross ...
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1answer
247 views

Mass delete all campaign members Salesforce

I have Three campaigns in sales force. Each campaign has 2000 leads. I want to remove all the leads from campaign at once. But not delete the campaign, Is there a way to mass delete all the campaign ...
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15 views

Getting error in uploading network member group object in salesforce

I am trying to upload permissionset id and networkid to networkmembergroup but getting this error. duplicate value found: <unknown> duplicates value on record with id: <unknown> How ...
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1answer
138 views

Remove campaign member from Salesforce in AMPscript

Is it possible to remove a campaign member from particular campaign using AMPscript? As far as I know there's no function like "DeleteSalesforceObject" (in contrary to CreateSalesforceObject). I'd ...
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1answer
254 views

Journey Builder for SF Campaign Children

So I've created multiple SF campaigns (recruitment fairs) that need to be separate for reporting purposes. I've also grouped them under a parent campaign (all recruitment fairs for a particular time ...
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1answer
365 views

How to create a object specific quick action on Campaign member?

I have a requirement to convert onclick JavaScript button on campaignMember object to lightning compatible button. I created a lightning component handling the logic of the onclick javascript button ...
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21 views

Campaign member standard field access issue

I am trying to get the Campaign members with some criteria from a Dot net system. While I am trying to query the campaign members getting this following error. InvalidBatch : Failed to process ...
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1answer
217 views

Email sent to a campaign members not changing campaign status

We have sent email to campaign members, we can see the contact have recieved the email and opened. But we want also when contact clicked on email the campaign member status should change to clicked ...
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1answer
197 views

Is it possible to create CampaignInfluence records via apex?

As per https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaigninfluence.htm this documentation salesforce has started exposing CampaignInfluence object. But when I ...
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1answer
298 views

Update CampaignMember Status picklist

I came across a weird problem when i was trying to replace the CampaignMember status picklist with 2 new values(Invited/Attended). I deleted Sent/Responded values. It worked fine on the existing ...