SFDC: How To

How To Define Custom Campaign Statuses for Each Campaign Type?

A great discovery has been for me the AAkonsult Campaign Status AppExchange app that allows you to create custom Campaign Statuses automatically (once new Campaign is created) for different Campaign Types.

In my last project customer was using Campaigns to record different events they organise or participate.

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Each of these events have different Statuses. For example, Event type should have Signed Up, Cancelled, Attended and Did Not Attend Statuses.

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By default, once Campaign is created Salesforce creates Sent and Responded Statuses and thn for every Campaign you create you need to manually go and update these statuses. Not ideal, right?

So after installing AAkonsult Campaign Status app, I was able to configure custom Satuses for each Campaign Type. And when the new Campaign is created, statuses are also created automatically based on the Type. Easy-Peasy.

To configure new custom Statuses you just need to go to Campaign Status Defaults tab.

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Select the Campaign Type and in 'Action' picklist click on 'Replace All' to remove default Sent and Responded statuses (you can click on question mark to read the guided description) and click Save.

Then go to the record itself and add your New Statuses.

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Here you go. :)

Kristina AlexandraComment