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Anne Kuczynski (Xevant) 님이 #Sales Cloud에 질문했습니다

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more use than as reporting parameters as I can continue to add contacts/leads to campaigns even if the campaign is no longer active, is in a completed status, or is beyond the dates.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

답변 3개
  1. 2023년 11월 16일 오후 9:08

    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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