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Map Lead Field to Campaign Member Status
Hello everyone,
I am very new to the Force.com platform and I've been trying to help my organization through some immediate needs while we have neither a SFDC admin, developer, or outside consultant.
One of the largest areas that has been causing us a headache is in our campaign management. The majority of our leads come from a web-to-lead catalog request form. These leads are then scored by hand and added to a catalog mailing campaign. Our mail room mails the catalogs based upon a report that is run at the campaign level that is filtered by a member status of "unsent" this same report then pulls two fields from the lead record: 1) Number of HS Catalogs, and 2) Number of Gap Catalogs. Maintaining these quantities on the lead record is not ideal for a number of reasons.
We would like to store this information in the campaign member record as custom fields. I have created the custom fields that correspond to these items, BUT there is no way to add values to these custom fields when adding members from a view or report into a campaign.
Would anyone be able to help with a formula that mapped a custom lead field over to a custom campaign member field? These are not default options in the field setup.
Thank you very much for your time. I would greatly appreciate any help.
Thanks,
Ryan Gibbons