Salesforce: Campaign Member Deletion

Contact or Lead Deletion

When a Contact or Lead used in a Campaign Member is deleted, all Campaign Members for that lead or contact will also be deleted.

Undeleting the Contact or Lead from the Recycle Bin will restore all Campaign Members for the Contact or Lead, including the Status. However, the Last Modified Date and By of the Campaign Member record will be updated with the timestamp of when the Contact or Lead is undeleted, along with the name of the user who performed the undeletion. The Campaign Member ID will be restored to the original Campaign Member ID. 

Campaign Deletion

When a Campaign is deleted, all Campaign Members associated with that Campaign will also be deleted.

Undeleting the Contact from the Recycle Bin will restore all Campaign Members for the Campaign, including the Status. However, the Last Modified Date and By of the Campaign Member record will be updated with the timestamp of when the Campaign is undeleted, along with the name of the user who performed the undeletion. The Campaign Member ID will be restored to the original Campaign Member ID. 

CampaignMember Deletion

When a Campaign Member record is deleted, it is not sent to the Recycle Bin, so it cannot be restored. Vote for this idea.

Bonus: In the CampaignMember object, there are LeadId, ContactId, and LeadOrContactId fields. For a Lead in Campaign Member, when the Lead converted to a Contact:

• The LeadOrContactId will be updated from LeadId to ContactId
• The LeadId will not be changed
• The ContactId will be populated with the Contact ID

Salesforce: Customizable Campaign Influence Model

Before the Winter '17 release, when you have multiple Campaigns associated with the Opportunity, the Primary Campaign gets 100% of the Influence credit, and any other Campaigns get 0%.

This was frustrating for a multitude of reasons, but with Winter 17, this is an issue of the past. The new model provides flexible revenue attribution across multiple campaigns. Rather than just 100% of the credit given to the primary campaign on an opportunity, you can now do a first-touch, or last-touch attribution, or anything else in between.

For example, you could give 50% credit to the last-touch, 25% attribution to the campaign before the last, and 25% attribution to the first-touch. Or create a model that would evenly distribute credit for an opportunity across all campaigns that the lead touched, or set up a model that distributes 100% of the credit to the last campaign the lead touched.

The only thing you need to really worry about here is what to do with all your historic Opportunities. You can do a clean-up to get them into the new model or just start with this on new Campaigns only. This great new feature works in Classic as well as Lightning.


Prior Winter '17 Campaign Influence

• Campaign added in Campaign Influence related list in Opportunity and marked as Primary Campaign Source will be shown in Opportunity related list in Campaign. The campaign will be auto-populated as the Primary Campaign Source field in Opportunity.
• There is only one Primary Campaign Source for one Opportunity.

Enable Campaign Influence in Winter 17
Setup | Customize | Campaigns | Campaign Influence | Campaign Influence Settings

1. Admin

• Assign yourself the "CRM User" Permission Set License
• Create a Permission Set, e.g., name it "Campaign Influence", add the "Campaign Influence" permission to the permission set, and assign it to yourself

2. New standard objects added to the org.

• CampaignInfluence
• CampaignInfluenceModel

3. Campaign page layout

• The existing Opportunities related list will be removed
• Add a new related list called "Influenced Opportunities"
• If you select "Salesforce Model" as Campaign Influence Model, existing Opportunities in Campaigns related list will stay; otherwise, it will be removed.

4. Opportunity page layout

• The existing Campaign Influence related list will be removed.
• Add new related list called "Campaign Influence" (different logo - old with opportunity logo, new with campaign logo)
• If you select "Salesforce Model" as Campaign Influence Model, existing Campaigns in Opportunities related list will stay; otherwise it will be removed. While the Primary Campaign Source value in the Opportunity field will always stay.

Campaign Influence Model 
When you enable this new Campaign Influence, by default Salesforce will provide a model called "Salesforce Model"; this model will serve as the primary model, and Locked - campaign influence records for a locked model can only be added or edited via workflows and the API. Your users can’t add records manually in Salesforce.

You can add a new model suit to your business requirements. If you set up more than one influence model, designate one of them as the primary model. The primary model’s records appear in the Campaign Influence related list on opportunities and the Influenced Opportunities related list on Campaigns.


Reference:

• Set Up Customizable Campaign Influence
• Assign Credit for Opportunities to Multiple Campaigns with Customizable Campaign Influence 
• Salesforce Winter 17 Features
• Winter Comes Early With Salesforce Winter '17

Campaign Member Status & Responded

New campaigns have two default member status values: “Sent” and “Responded”. You can edit them or create new ones.

• Click Advanced Setup on a campaign detail page.
• Click Edit.
• Update the existing entries or add new values.
• Click Add More as needed to add additional entries. You can add up to 50 entries.
• Select one entry as the “Default” value.
• Choose which values will be counted as “Responded.”  Members with “Responded” values are tallied in the Total Responses field on the campaign. Status marked as Responded will cause a field called Responded to True (API Name = HasResponded)

But, you will also notice there is a field in Campaign Member object called Status, and when you click that field, you will see a few values there, and there are no New button to add value.

So, how this work? When user add new Status entry in Campaign detail page, if the Status doesn't exist in field Status in setup, system will auto add the new values, this is totally different with others picklist values.

Modifying the Responded checkbox has broad effects. When you select or deselect the Responded
checkbox, campaign statistics and campaign member details change accordingly. Specifically, the fields Responded, Last Responded Date, and Last Modified change on the campaign member record. For example, if you're working with a status called “Attended” and you select the Responded checkbox for it, existing campaign members whose status is “Attended” will then be counted as responses in campaign statistics and the aforementioned date fields will update.


Reference: Customizing Campaign Setup

Salesforce: View All Campaign Members Report

For those of you who have got an error message when clicking the View All Campaign Members link in a Campaign and get the error message "URL Has Moved".

If you are a Salesforce admin, follow this step to fix it permanently in your org:

1. Navigate to Setup | Customize | Campaign | Buttons, Links, and Actions
2. Click Edit in the View All Campaign Members link
3. Edit the URL from
   /camp/rptcmpgncalldown.jsp?scope=1&scopeid={!Campaign_Name}
   to
   /00O?scope=1&rt=5&scopeid={!Campaign.Name}

4. Done

Now, all of your users should get the right report name "Campaign Call Down Report".

Edit Aug 2023, the above step is only applied in Classic, but who is using Classic in 2023?

To get a similar report in Lightning:

• Create a new report using the "Campaigns with Campaign Members" report type, make sure to store the report in a public folder or other folders that are accessible by your users
• Set filter: Show all campaigns and filter with a campaign name
• Note the report URL
• Add a new custom link in the Campaign object under "Buttons, Links, and Actions"
• Add a report parameter at the end of the URL, e.g. https://mydomain.lightning.force.com/lightning/r/Report/00OHt000007MOIKMA4/view?fv0={!Campaign.Name}
• Add the custom link to the Campaign page layout and save it

Salesforce: Who add Contact/Lead to Campaign?

In many organizations, Campaign is owned by Marketing, but Contact and Lead is owned by Sales. By default, all users can add Contact/Lead to Campaign as Campaign member.

There are many ways to add Contact/Lead to a Campaign as member, see this blog.

You can run a report with report type 'Campaigns with Campaign Members' to get all the members related to the campaign and other information for that members.

When you run the report, notice 3 important dates:
- Member First Associated Date: when is the member added to Campaign
- Member Status Update Date: when is last status update of the member
- Member First Responded Date: when is the status flip to Responded

But, the report do not have info on who add the Contact/Lead as member, it can be added by sales rep, marketing user, or by someone else.

Solution:
1. Custom Field
Create a custom formula field with return type = Text.
CreatedBy.FirstName + " " + CreatedBy.LastName
So, just use the custom field to report type 'Campaigns with Campaign Members'.

2. Custom Report Type
Create custom report with Primary object = Campaigns and relate to Campaign Members.
Find Created By: Full Name field in Campaign Members object.
This field will show who is the user who add the Contact/Lead as member.

Salesforce: Getting Started with Campaign

Campaign in Salesforce is another module, represented by a tab. The marketing team can elaborate using Campaign to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other types of marketing initiative.

Campaigns can be organized into hierarchies for easy analysis, and child Campaigns will be rolled up into parent Campaign.

Here are a few basic items you need to know about Campaign in Salesforce and its relation to Lead:

1. Only users marked as Marketing User in user detail able to create Campaign; the user also needs to have Create permission in Campaign object.

2. Create a new Campaign from the Campaign tab.

3. Multiple ways to add members (Lead or Contact) to a Campaign:

• From the Campaign Members related list in the Campaign, click the "Add Leads" or "Add Contacts" button
• From Lead or Contact list view using the "Add to Campaign" button
• From Lead or Contact report using the "Add to Campaign" button
• From the Lead or Contact page, open the related list Campaign History using the "Add to Campaign" button 

4. A campaign can be mixed with members from Lead and Contact.

5. Ideally, a new campaign member is added with Status = "Sent", but this can be configured.

6. To mass update Campaign member Status, click the "Manage Campaign Members" button in the Campaign Member related list; otherwise, click the Edit link in Campaign member to change status one by one.

8. When a Lead is converted:

• Campaign Member will change from Lead to Contact, total Contacts will add 1, but total Leads will stay.
• Primary Campaign Source field in Opportunity will be filled with the latest campaign attached to the Lead.
• Campaign Influence list in the Opportunity will be filled with all Campaigns related to the Lead before it converted, but only for the Default Model selected, in the page layout.
• The converted Opportunity will be added into the "Influenced Opportunities" in the Campaign related list, but only for the Default Model selected.

Here is a screenshot of a Campaign with Hierarchy; notice the Total roll-up from child Campaigns.

** If your users do not see the hierarchies field, check field-level security for the users.


Let us see the following sample, screenshot below is taken from a Campaign report, "This is Parent" campaign is the parent of "Test 1" campaign, Leads in Campaign is 1 for both campaigns, but since "This is Parent" is the parent campaign, the count in Leads in Hierarchy is sum for all child campaigns plus the parent itself, even the Lead is the same person, so this is not unique count.

Reference:

• Convert Lead with Campaign Influence & Primary Campaign Source
• Num Total Opportunities in Campaign
• Opportunity in Campaign
• What happens when Lead is converted in Salesforce.com ?

Salesforce: Opportunity in Campaign

Last year, we wrote a blog about what happens when we convert a Lead to an Account and Opportunity, and how it reflects in Campaign Influence & Primary Campaign Source in Opportunity.

You will notice that the Primary Campaign Source field in Opportunity is always the same as the selected Primary Campaign Source in Campaign Influence. But only one campaign can be marked as Primary Campaign Source in Opportunity.

From the above screenshot, you can see two campaigns related in Opportunity Opty Hello, but My One is the one marked as Primary Campaign Source.

Now, if we go to Campaign and look for both campaigns above. There is an Opportunity related list in the Campaign. But only in the campaign selected as Primary Campaign Source (for this case, My One), the Opportunity will be displayed. For the other campaign, You Two, although it is listed in the Opportunity page layout, it will not be shown in Campaign because it is not the Primary Campaign Source.

This is out-of-the-box Salesforce functionality, and there is no way to modify it unless you totally do not want to use Campaign Influence & Primary Campaign Source; you can create a junction object to relate Campaign and Opportunity.

Reference: What is Campaign Influence?

Salesforce: Convert Lead with Campaign Influence & Primary Campaign Source

In this blog, we are going to discuss Lead conversion and its relationship to Campaign and Opportunity.

Here is the scenario:
1. Create a new Lead

2. From Campaign History in Lead Related List, add "GC Campaign", then add "DM Campaign" with both Status = Sent.

3. Edit "GC Campaign" Status to Responded

4. Convert Lead: create new Account, Contact, and Opportunity

5. In Campaign, Lead automatically changed to Contact for both Campaign Members related list.

6. In Account, Contact added in Contacts related list, Opportunity added in Opportunities related list.

7. In Contact, both campaigns were added to the Campaign History related list, with Status and Responded brought over from Lead.

8. In Opportunity, the campaign is added as Campaign Influence related list with Contact Name, Primary Campaign Source = DM Campaign; this is because "DM Campaign" is the latest campaign attached to the Lead, although the Status is not Responded.

9. In the "DM Campaign", the Opportunity created is added in the "Influenced Opportunities" related list.

10. If the user changes the Primary Campaign Source in the Opportunity page layout from DM Campaign to GC Campaign, Opportunities in the Campaign related list move to GC Campaign as well.


Campaign Influence
System Administrators can configure Campaign Influence from Setup - Customize - Campaigns - Campaign Influence, such that only Campaigns within the last 120 days (see Specify Campaign Influence Time Frame) with the rule Responded = True will be associated with Opportunities as Campaign Influence.


Primary Campaign Source
Primary Campaign Source in Opportunity automatically refers to the last associated campaign on a lead before lead conversion, or the last associated campaign on a contact (if the contact was manually added to SFDC without being converted from a lead). See the Member First Associated field in the Campaign History related list in Contact or Lead.

screenshot from Contact / Lead

Opportunity may be influenced by more than one campaign. If you enable Campaign Influence and the campaign fits into Time Frame and Rules, when you convert a Lead, all Campaigns related to the Lead will be created as Campaign Influences in the Opportunity related list.

You can also manually associate additional influential campaigns with an opportunity, but only one will be marked as the Primary Campaign Source. A campaign manually added to an Opportunity will not be added back into the Opportunity related list in Campaign. You can view influential campaigns from the Campaign Influence related list on the Opportunity detail page.

Screenshot from Opportunity

Primary Campaign Source field on the Opportunity detail page designates the most influential campaign for that opportunity based on the data in the Campaign Influence related list.

Reference: What is Campaign Influence?

Salesforce: Multiple ways to add People to Campaign

I think most of Salesforce admin know, Salesforce is huge, there are so many features that we are not aware and further, Salesforce add hundred of features in every release. So, it is good to keep our knowledge up to date.

In this blog, I would like to share on how to add people (Contact and Lead) to Campaign. Most of us only know to add Campaign members from Campaign page. But, there are few more ways:

1. Manually from Contact/Lead page Campaign History related list
From Contact or Lead page layout, scroll down to Campaign History related list, you can add Contact or Lead to a Campaign. This is manual effort to add 1-by-1 record as Campaign member. Make sure to have following permission:

• “Read” permission on Campaign object AND 
• “Edit” permission on Contact/Lead object

If your user do not see this button, make sure they have Edit permission for Contact or Lead object in the profile, even user not able to Edit the records, but user need Edit permission for the object.

2. Mass add with Contact/Lead Report
You can add Contacts or Leads from Contact or Lead report, for this option make sure that you or your users have following permissions:

• Marketing User is checked on the user detail AND
• “Edit” permission on Campaign AND 
• “Read” permission on Contact/Lead AND 
• Run Reports permission

Report should not return more than 50,000 records.

More information here.

3. Mass add using Contact/Lead List View

From Contact or Lead view, you can add multiple contacts or leads, from records return in View, select all or selected records to add to campaign. Make sure to have following permission:

• Marketing User is checked on the user detail AND 
• “Edit” permission on Campaign object AND 
• “Read” permission on Contact/Lead object

More information here.

4. Mass add from Manage Members in the Campaign detail
This is the most common way to add campaign members and mostly used. Make sure to have following permission:

• Marketing User is checked on the user detail AND 
• “Edit” permission on Campaign object AND 
• “Read” permission on Contact/Lead object

Note: to mass enable user with Marketing User in user detail, you can use Data Loader to update User object field UserPermissionsMarketingUser.


Reference:

• Add Contacts or Leads from a List View to a Campaign
• Add Campaign Members from Reports

Last update: 9 Aug 2016

Salesforce: Opportunities in Campaign

One of my users came to me and asked why Opportunities in Campaign is not tally with Lead added to that Campaign and converted into Opportunity?

Here is the cause:

• One Lead can be added to multiple Campaigns
• But only the last Campaign associated with the Lead prior to the lead conversion will be brought into Primary Campaign Source in Opportunity
• When a Lead is converted, the Primary Campaign Source in Opportunity will be populated with the last Campaign associated with the Lead prior to the lead conversion

Opportunities in Campaign are counted by the number of opportunities with the Primary Campaign Source tagged to that Campaign.

Sample screenshots:

In Campaign:

Report with report type = Opportunities

The last questions surface, how do we know which is the latest Campaign associated with a Lead or a Contact?

Easy... look at the Campaign History related list in the Lead or Contact page layout (make sure the Campaign History related list has been added) and look for Member First Associated.

For other related fields, a sample of order Lead/Contact added to Campaigns

1. Add Jeryl Ma (lead) to 1st campaign
2. Add Lia Lee (lead) added to 2nd campaign
3. Add Lia Lee (lead) added to 1st campaign
4. Add Jake Llorrac (contact) to 2nd campaign
5. Add Tom James (lead) to 1st campaign

Result:

Notes:

• Converting lead Lia Lee with creating a new opportunity will populate Primary Campaign Source in the Opportunity with "1st Campaign" because the "1st Campaign" is the last campaign for Lia Lee.
• Converting lead Lia Lee with creating a new contact will increase the number of Contacts in Campaign, but not reduce the number of Lead in Campaign.

Last update: 27-Mar-2023

Salesforce: Campaign field not show in Lead page layout

A user come to me and ask, "Why the Campaign field in Lead page disappear after create a new lead ?"

Hmmm... as system admin, what will you check?

• Make sure Campaign field is added in Lead page layout - checked
• Check Field-Level Security for particluar user profile - checked

User still do not see Campaign field in Lead after it saved or when user edit a Lead, but it is visible when user create new Lead. After some finding, it is designed by default from Salesforce.

Here is the explanation:
1. The Campaign lookup field on the lead page only available when user create new Lead.

2. It will disappears after a new lead is created, because the purpose of this field is to make it easier for the user when creating a new lead and to associate it to an existing campaign.

3. If a campaign is associated from this lookup field on Lead creation process, it will be shown in Campaign History related list. User can add more campaigns from Campaign History related list in Lead Page layout.

If we look to the data structure, Lead Id is a field in CampaignMember object, Setup | Customize | Campaigns | Campaign Members | Fields

When a Lead is converted, the most recently associated campaign is brought over to the Opportunity Campaign Source field upon conversion.


Reference: Why does the Campaign lookup field on the lead page disappear after a new lead is created?

Delete Campaign in Salesforce

Background: a user come to me that she does not see Delete button, she would like to delete a campaign created by mistake.

As usual, I check user profile and page layout:
- User Profile have Delete permission on Campaign object - checked
- Page Layout have Delete button - checked
So, what is the caused ...?

Finding.... Campaign is not the same with other objects. You need to enable Marketing User permission selected in the user detail. Once enabled and both items above checked, the user should see 'Delete' button for Campaign, the same for 'New' button to create Campaign.

From Setup | Manage Users | User | look for user | Edit | enable Marketing User | Save

Marketing User permission in user detail allows a user to manage Campaigns, users with enabled Marketing User checkbox has the right to create and manage campaigns, including:

• Create a new campaign
• Edit an existing campaign
• Delete an existing campaign
• Update campaign statistics
• Import leads into a campaign*
• Mass update the status for members of a campaign*
• Configure advanced campaign setup to define member status values
• Change the campaign member type
• Run campaign reports across multiple campaigns
• Add Contact and Lead to Campaign from a report using Add to Campaign

* In order to use the campaign import wizards, the user must also have the Marketing User profile (or have "Import Leads" permission).

Create permission for Campaign object will enable:
- New button in Recent item and List Views
- Clone button in Campaign Page Layout

Edit permission for Campaign object will enable:
- Edit Campaign link in Recent item
- Edit button in Campaign Page Layout
- Manage Members (with: Add Members - Search & Edit Members - Search option) in Campaign Page Layout

Reference:

• Who can import campaign members?
• User Fields