Track the Sales using Campaign Statuses (update Campaign Member Status based on Lead Status) #inSalesforce

Track the Sales using Campaign Statuses (Update Campaign Member Status based on Lead Status) #inSalesforce

Create a new campaign sampleCampaign

Edit the Campaign Member Statuses to add a new status suppose 3 more called SalesQualified, SalesDisqualified and Other

Go to a Lead, Add the Lead to Campaign with some status may be a

Create record-triggered flow

object: Lead

Update

Criteria: Status contains Converted

Only when a record.. selected

Action and Related Records

Get:

getCampaign

Campaign Object

Criteria: Name is sampleCampaign

Only first, Capture Id only

decision:

closed not converted:

status equals closed - not converted

closed converted:

status equals closed - converted

closed not converted:

Update:

UpdateMemberStatus

Specify...

CampaignMember

Criteria:

LeadId equals record.Id 

CampaignId equals getCampaign.Id

Set:

Status equals SalesDisqualified

closed converted:

Update:

UpdateMemberStatus

Specify...

CampaignMember

Criteria:

LeadId equals record.Id 

CampaignId equals getCampaign.Id

Set:

Status equals SalesQualified

Add an End to each

Save, Activate

Test:

Lead to Closed - Not Converted

Make sure Campaign is set to sampleCampaign

Check the value for Status under Campaign History

                                 Visual: https://www.youtube.com/watch?v=hqL_e757LYY