Campaign and Affiliation Considerations

Campaigns

To ensure that Campaigns work correctly with the Interactions code, there are two things Campaign-creating users need to know:

Campaign Member Statuses

When setting up a Campaign that has its Campaign Members created via Interactions, the Campaign Member Status indicated on the Interaction must match a Campaign Member Status in the Campaign. If a new value needs to be added to the Campaign Member Status picklist field on Interactions, reach out to your administrator for help. To learn more about setting up Campaigns, see Salesforce’s Campaign Management Implementation Guide.

Campaign Active Checkbox

To add a Campaign on an Interaction record via either of the Campaign lookup fields, the Campaign must have its Active checkbox field set to true, or checked. If a Campaign does not have the Active checkbox checked, it will not be searchable via the Campaign lookup fields.

Affiliations

The Interactions Package leverages native HEDA functionality to create Affiliations. Check out EDA’s Create Accounts and Affiliations module in Trailhead to learn more about Affiliation records.