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Salesforce Platform: Bulk Update Campaign Member Status with Data Loader

Julkaisupäivä: Mar 31, 2026
Kuvaus

The Campaign Member Status object contains one or more member status values defined for a Campaign. This object can be used to edit or remove a status value from the Campaign.

 

Data Loader:

  • A desktop application provided by Salesforce for bulk operations like importing, exporting, or deleting up to 5 million records.
  • It directly interacts with your live Salesforce database, allowing you to manage large datasets efficiently.

Campaign Member Status:

  • Tracks the engagement level of a Contact or Lead within a Campaign.
  • Common statuses include "Sent," "Opened," "Responded," etc.
  •  These statuses help marketing teams monitor and analyze campaign performance.

Example Scenario:

  • After importing campaign responses from webinar platforms or email systems, marketing operations teams often need to bulk update member statuses.
  • Using Data Loader, they can prepare a CSV file with the necessary updates (e.g., Campaign ID, Contact/Lead ID, and new Status) and execute the update efficiently.


Note: If the status is currently assigned to a Campaign Member, you may encounter an error message, "Can’t rename a status assigned to a campaign member. Assign members another status and try again.: Member Status." Change the current status on any associated Campaign Members, and then try again. 

Ratkaisu


1) Use Data Loader to export the 'Campaign Member Status' object.

  1. Open Data Loader.
  2. Click Export. 
  3. Enter Salesforce credentials. 
  4. Check Show all Salesforce objects. 
  5. Select Campaign Member Status (CampaignMemberStatus).
  6. Enter the desired file name and click Next.
  7. Click on Select all fields or you can just select individual fields such as Id, CampaignId, Label, IsDefault, and HasResponded.
  8. Filter the export by any desired criteria. For example, you could filter by the CampaignID to only export Status values associated with a specific campaign.
  9. Click on Finish.


2) Modify the existing values in the Label column, or add a new Label to the CSV file: 

  • ID - the ID of the existing campaign Status values. Leave blank for new Status values.
  • Label - the new Status value
  • HasResponded - indicates whether the campaign member has responded (true) or not (false).
  • IsDefault - indicates that this is the default value. Each Campaign must have at least one default value. For more information, review the CampaignMemberStatus SOAP API Developer Guide.


3) Run the Upsert via 'Campaign Member Status' object and map the fields:

  1. Open Data Loader. 
  2. Click on Upsert.
  3. Enter Salesforce credentials.
  4. Select Show all Salesforce objects. 
  5. Select Campaign Member Status (CampaignMemberStatus).
  6. Click on Browse and select the .csv file.
  7. Click on Next and Ok.
  8. Click on Create or Edit a Map.
  9. Click on Auto-Match Fields to Columns and click Ok.
  10. Click on Next.
  11. Click on Finish.
  12. Click on Yes.
 

NOTE: Any update made on the status including 'Responded' and 'Default' changes the Campaign Member Status ID. Please make sure to run an export to check for the current ID (01Y).



To delete, a status should be:

  • 'HasResponded' = False and 'IsDefault' = False
  • NOT assigned to any members of a Campaign.

 

Create a CSV file containing the Campaign Member Status ID (01Y) of each status to be deleted

  1. Open Data Loader. 
  2. Click on Delete.
  3. Enter Salesforce credentials. 
  4. Select Show all Salesforce objects. 
  5. Select Campaign Member Status (CampaignMemberStatus).
  6. Click on Browse and select the csv file.
  7. Click on Next and on Ok.
  8. Click on Create or Edit a Map.
  9. Click on Auto-Match Fields to Columns and click Ok.
  10. Click on Next.
  11. Click on Finish.
  12. Click on Yes.
Knowledge-artikkelin numero

000383136

 
Ladataan
Salesforce Help | Article