Adding Members to a Campaign in Salesforce Lightning
Question
Universal Container's Salesforce admin wants to add members to a campaign through Salesforce lightning.
What should the custom report type include to be able to add members?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: A
In lightning experience, to be able to add members to a campaign, the custom report should include the full name field.
Option B is incorrect because the custom report type contains only the first name.
Option C is incorrect because the custom report type contains only the last name.
Option D is incorrect because the custom report type should contain the full name field.
Reference:
To add members to a campaign through Salesforce lightning, the custom report type must include the necessary fields for adding members. A custom report type is a combination of one or more objects and their related fields that allow users to create reports based on specific criteria.
In this case, to add members to a campaign, the custom report type must include the following fields:
Campaign Member Object: The custom report type must include the Campaign Member object, which represents the relationship between a campaign and a lead or contact. This object includes fields such as Campaign, Lead or Contact, Status, and Created Date.
Lead or Contact Fields: The custom report type must include the fields for the Lead or Contact object, depending on whether the members being added to the campaign are leads or contacts. These fields could include the Full Name field, First Name field, Last Name field, or any other relevant fields such as Email or Phone.
By including these fields in the custom report type, users can create a report that lists the leads or contacts they want to add to the campaign. From the report, they can then select the desired members and use the "Add to Campaign" button to add them to the campaign.
Therefore, based on the options provided, the correct answer is none of the above. Option D, which states that nothing needs to be included to add members directly to the campaign, is incorrect. The custom report type must include the Campaign Member object and relevant Lead or Contact fields to be able to add members to the campaign through Salesforce lightning.
