Salesforce Campaign Tips: Advanced Setup

Salesforce campaign object has a feature called “Advanced Setup” which allows the user to edit the campaign member status picklist values for each campaign.

 

 

Under this advanced setup, you can add, remove or replace the name of the campaign member status for the current campaign. You can also globally rename and replace the campaign member values, to do that, you will need to go to the campaign member “Status” field setting (Setup > Customize > Campaign > Campaign Members > Field > Status).

 

 

Each campaign has its own set of picklist values of the campaign member status. This means that each time you created a campaign, you will need to enter the campaign status values to update the picklist.