Q: 3
The events manager at dream house realty has a hot lead from a successful open house that
needs to become a contact with an associated opportunity.
How should this be accomplished from the campaign keeping the associated campaign member
history?
Options
Discussion
Nah I'm going with C here, D looks tempting but you'll lose the campaign member history if you skip lead conversion. Seen this trap in other practice sets, convert the lead from the campaign member detail for the right trail. Agree?
Option C Lead conversion keeps that campaign member data linked over to the new contact automatically, which is what they're asking for. Not totally certain but that's how it works in standard Salesforce setups. Agree?
Its D for me. Adding a contact from the campaign member detail page seems direct, and I thought the campaign history sticks since it's from that view. Unless there's some trick with the conversion step I'm missing, but seen this in a practice set before. Someone correct me if wrong!
C , D looks easy but you’d lose campaign member history that way. The conversion step in C keeps that link (at least from what I’ve seen in similar practice questions). Anyone else seen it act different?
Yeah, saw a similar question before and D is a bit of a trap. C is the one that keeps the campaign member history after converting the lead. If anyone proved otherwise in their org, let me know!
C
C or D, but does the process specifically require keeping campaign member *history* on the contact? If campaign influence tracking is key, it must be C.
Option D I see why most pick C, but if you start from the campaign member detail and use Add Contact (D), wouldn't Salesforce still retain some level of campaign involvement? I think there’s cases where history persists depending on config, unless I'm mixing it up. Anyone else had D actually work before?
C imo. Converting the lead from the campaign member detail page links everything and keeps that history, which is exactly what the question wants. Adding a contact (D) just skips that whole process and loses the connection. I've run into this in practice exams, pretty sure C is the way Salesforce expects.
C not D. The trap is thinking adding a contact (D) is enough, but you lose that all-important campaign member history. Pretty sure lead conversion (C) from the campaign member keeps the full chain. Saw this on another practice set.
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