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How do I link Lead and Campaign?
I would like to extract Lead and Campaign data from salesforce via SOAP API and utilize it for our lead and campaign analysis.
I am planning to retrieve each data and load into our DB seperately and conduct 'join' the both data within our DB.
At that point, I am wondering if I can link the Lead and Campaign...So I would love to know whether there is a field that enable me to link those data.
As far as I saw the Salesforce lead window, it can include campaign history, so I thought that using CampaignHistory would be the solution.
But It seems like there are no key fields to link Lead and Campaign in either objects after reading these references.
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaignhistory.htm
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_lead.htm
Does anyone know how to do that?
Any information would be helpful for me only if I can link those data.
Thank you.
Yusuke
I am planning to retrieve each data and load into our DB seperately and conduct 'join' the both data within our DB.
At that point, I am wondering if I can link the Lead and Campaign...So I would love to know whether there is a field that enable me to link those data.
As far as I saw the Salesforce lead window, it can include campaign history, so I thought that using CampaignHistory would be the solution.
But It seems like there are no key fields to link Lead and Campaign in either objects after reading these references.
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaignhistory.htm
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_lead.htm
Does anyone know how to do that?
Any information would be helpful for me only if I can link those data.
Thank you.
Yusuke
Campaign Member is the object salesforce used for linking Lead and Campaign. You can use this object in SAOP API for linking Campaign with Lead.
Below is link for Campaign Member data model which would help you with more details
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaignmember.htm
Hope this helps !!
Thanks
Arpit
All Answers
Quick Find > Leads > Page Layout > Edit whichever layout you are adding campaigns to > Related List > then you added the Campaign History to the Layout then saved?
- https://success.salesforce.com/answers?id=9063A000000Df37QAC
hope it helps.Please mark it as best answer if the information is informative.so that question is removed from an unanswered question and appear as a proper solution.
Thanks
Rahul Kumar
Thank you for your advice.
I can already see Campaign History at the Lead page.(Other employee has already set the layout)
My question might be confusing, sorry.
The question is how I can retrieve the field which link lead and campaign via API. I would like to use SOAP API and it seems there are no fields that can relate lead to campaign or vice versa, although I can confirm related campaign history on Lead page on Salesforce.
Are there any fields like lead id in the Campaign History Object? or any fields like campaign id in Lead Object?
I hope this clarify my question.
Thank you.
Yusuke
Campaign Member is the object salesforce used for linking Lead and Campaign. You can use this object in SAOP API for linking Campaign with Lead.
Below is link for Campaign Member data model which would help you with more details
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaignmember.htm
Hope this helps !!
Thanks
Arpit
Thank you for your advice!
I will see it and try extracting data using it :)
Thank you!
Yusuke
I've just confirmed that CampaignMember works fine :)
Thank you for your help and time!
Yusuke