#Campaign Members0 discussing

Hey David,  How are you attempting to add the Contacts to the Campaign? Are you using Dataloader? If so, you'll have to have the Contact IDs. (See this article)  However, you may be able to get the contact IDs if you build a report in SFDC that has columns for Contact ID, Contact First Name, Last Name, and whatever other data points you have in your original CSV (hopefully Phone or Email are included). Then, in Excel, use a CONCATENATE formula to bunch those data points together, and a VLOOKUP to find matches to your original CSV data (where you also applied a CONCATENATE function).  Then you'll have IDs matched to names on your original file and can upload via dataloader.

Hi, I had similar problem,

Go to Data Loader Settings -> Other Delimiters for load operations

and then remove "-" and ofc click Ok

For me, that solved this problem.

Hi @Anne Kuczynski,

I see that at the moment your duplicate rule alerts and/or blocks the creation of the lead, so it doesn't come through. Are you able to identify via a certain field, all the leads that are part of this email campaign? If that's the case, you could create another duplicate rule (using the same matching rule) that does not alert nor block of the duplicate - it will only create a "Duplicate Record Set" Record with its child "Duplicate Record Item" records. You will need to create a filter in this duplicate rule so that it only applies to the relevant leads (and you will also have to filter the existing duplicate rule so that it doesn't apply to these leads, as you want these to pass through).

At the same time, you need to create a record-triggered flow on the "Duplicate Record Set" object, and in the Condition set that "Duplicate Rule ID" is equal to the ID of the new Duplicate Rule that you just created before, so that the flow only triggers for this case. In the flow you would then have to do a Get records to obtain the "Duplicate Record Items" for this Duplicate Record Set, so that you can figure out the Ids of the Leads (one will be the old Lead and one will be the new one, you can check that by CreatedDate. Once you have identified the old Lead Id, you can do the flow actions to assign the current campaign to this lead and reset the status to new, and finally add a delete element to delete the new Lead that just got created, so that only the old lead remains.

Hope this helps, let me know if you need clarification!

@Dan Watkoski changing the organisation wide sharing setting for Campaign Members from Controlled by Campaign, to Controlled by Campaign Member, as mentioned by Martin, should be the solution to your request.

What is your current OWD sharing for Campaign and Campaign Member?

See also:

Release Notes Summer 18

I do understand your confusion, as the documentation, does not mention this update, it still considers the Controlled by Campaign setting only:

Sharing Considerations

See this screenshot for the options:

Otherwise as Svyatoslav mentions, this is more or less a Junction object, with Campaign on one side, and Lead or Contact on the other side.

Sharing for a Junction object is always controlled by its Master, so I would not expect any Sharing table to become available in the future