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Add 'Member First Associated Date' to Salesforce Campaign Member Records

Veröffentlichungsdatum: Oct 13, 2022
Beschreibung

Reports on Campaign Members contain a field labeled Member First Associated Date which displays the Date the Lead or Contact was first added as a Campaign Member.

Here's how to display this date value on the Campaign Member Record itself:

Lösung
1. Create a Custom Formula Field on the 'Campaign Member' Object
2. On the Custom Formula Field, select Date Field for the 'Formula Type'
3. Select Created Date under 'Campaign Member' while entering a field to reference. 
Nummer des Knowledge-Artikels

000386603

 
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Salesforce Help | Article