Replicate: (Salesforce Classic)
1) Create a Lead, add to Campaign 1
2) Convert Lead
3) Create a report of type 'Campaigns with Lead and Converted Lead Information'. Include whatever criteria you want that will show this converted Lead.
Ex.) Show 'All Campaigns' with filter of Lead Created Date equal to today
4) You should see your converted Lead in the report output, associated with Campaign 1. If you include the field "Member Type", you will see that they are listed as a "Contact"
5) Go to the Converted Lead's Contact record
6) Remove the Contact from Campaign 1
7) Add Contact to Campaign 2
8) Re-run report
9) Result: Converted Lead disappears from report.
Note that the only thing that has changed is that the Contact has been reassigned to a different Campaign.
Why is it disappearing from the report?
1 resposta
Hi Steve,
This looks like the expected behavior for the report type that you are using. It will only display the Campaigns of Leads and converted Leads prior to conversion, but will no longer display records for Campaigns added to the Contact moving forward. You may want to consider using a different report type depending on your requirements (ex. Campaigns with Campaign Members).
Thanks!
