Simple Campaign Member Status

Background

Salesforce does not have a standard way of changing and creating new default Campaign Member Statuses.

Deploy

You can use the quick installer here to deploy directly to your org.

Quick hands-on demo in Salesforce org

You can quickly spin up an org by clicking on the picture below.
This will create a scratch org that you have access to for 1 day

How to set up a new default status

1. Open Salesforce Setup
2. Go to Custom Metadata Types
3. On the Metadata Type Default Campaign Member Status, click Manage Records
4. Current Campaign member statuses this package populated: ‘Attended’, ‘Deregistered’, ‘Invited’, ‘No-Show’ and ‘Registered’
5. To add a new status Click New.
6. Fill in Label, Default Campaign Member Status Name and Status Name
7. Click Save

Example status

Custom Metadata Type (Standard Field)

Field Type	Field Name	API Name	Data Type	Example	Description
Standard Field	Label	MasterLabel	Text(40)		Descriptive Label of the campaign member status

Custom Metadata Type (Custom Field)

Field Type	Field Name	API Name	Data Type	Example	Description
Custom Field	Default	IsDefault__c	Checkbox
Custom Field	Description	Description__c	Text(255)
Custom Field	Has Responded	HasResponded__c	Checkbox
Custom Field	Remove Standard Status	RemoveStandardStatus__c	Checkbox
Custom Field	Standard 'Sent' or 'Responded' Status	StandardSentOrRespondedStatus__c	Checkbox
Custom Field	Statues Name	StatuesName__c	Text(40)

Future potential improvments

TBD...

Links or documentation

Flow overview

The provided template flow is intended as a no-code deploy example of how this can be built. Your free to customize this the way you see fit.

TBD...