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Anne Kuczynski (Xevant) a posé une question dans #Sales Cloud

Can anyone explain how the Fields Active, Status and Start/End Dates in Campaigns are used?  It seems like they have little more use than as reporting parameters as I can continue to add contacts/leads to campaigns even if the campaign is no longer active, is in a completed status, or is beyond the dates.  BTW we only use Sales Cloud, not Marketing Cloud.

Thank you in advance. #Sales Cloud #Campaigns #Campaign Members

3 réponses
  1. 16 nov. 2023, 21:08

    Yeah, that's pretty much it (the way you've described it) 

     

    However those fields can certainly be "put to work" in Validation Rules that prevent users from adding a lead or Contact to a Campaign after the End Date, or before the Campaign has been "activated", or creating a Record Triggered Flow that automatically changes the Campaign Status to Closed/Inactive after the End Date (we do this in my own org).    

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