Customizable Campaign Member Status Values

Based on this Idea.

WOW! 22,660 points and still not there.

I've been here (you had as well) and althought in the past I used the amazing solution by AAKonsult's I just recently realized it's now a paid app. So, I cam up with a solution (not the best but it will help you, plus it can be improved!)

We will need:

• A custom Object: Global Campaign Status

• A couple of fields for that custom object:

  • Auto-number (name)

  • Status Label (Text)

  • Default (Checkbox)

  • Active (Checkbox)

  • Responded (Checkbox)

• And finally, you will create a flow!

Let's create the Flow!

• Crete a "Record-Triggered Flow"

  • Trigger: A record is created

  • Run Flow: After the record is saved

  • Object: Campaign

• STEP #1: Drag a get record (Global Campaign Status)

  • Filter: Active = True

  • All Records

  • Choose fields and let Salesforce do the rest:

    • ID

    • Default

    • Status Label

    • Responded

• STEP #2: Drag a get a record (Campaign Memeber Status) / (Optional*)

  • Filer: CampaignId = $Record > Campaign ID

  • All records

  • Choose fields and let Salesforce do the rest:

    • ID

• STEP #3: LOOP (STEP #1)

• STEP #4: Drag an Assignment

  • Create a new variable (VAR_CAMPAIGNMEMBERSTATUS)

    • Data Type: Record (Campaign Member Status)

    • Available for input (True)

    • Avaialble for output (True)

  • Assign the variables:

    • VAR_CAMPAIGNMEMBERSTATUS.CampaignId = $Record > Campaign ID

    • VAR_CAMPAIGNMEMBERSTATUS.MemberStatus = Current_LOOP_STEP_3 > Status Label

    • VAR_CAMPAIGNMEMBERSTATUS.IsDefault = Current_LOOP_STEP_3 > Default

    • VAR_CAMPAIGNMEMBERSTATUS.Responded = Current_LOOP_STEP_3 > Responded

• STEP#5: Drag an Assignment

  • Create a new variable (VAR_LIST)

  • Data Type: Record (Campaign Member Status)

    • Available for input (False)

    • Avaialble for output (False)

    • Allow multiple values (collection) = True

  • Assign the variables:

    • VAR_LIST Add VAR_CAMPAIGNMEMBERSTATUS

• STEP #6: Drag a Create Record element

  • Multiple

  • Record Collection = VAR_LIST

• STEP #7: Drag Delete element (Optional*)

  • Use the IDs stored in a record variable or record collection variable

  • Record or Record Collection = Campaign Member Statuses from STEP_2_GET_STANDARD_CAMPAIGN_MEMBER_STATUSES

Optional Steps: Steps #2 & #7 are optional. You can decide if you want to delete the standard status values

Connect your Flow!

Now that you are ready you can go ahead and create your Global campaign values and start creating your campaigns.

If you are interested in another piece of functionality; like mass update existing campaign statuses feel free to shoot me a line.