Salesforce Connector: How to change the default Member Statuses

The BrightTALK Connector for Salesforce can automatically update the Campaign Member Status for a lead based on their activity using our Campaign mapping feature.

By Default, the Connector will update a lead to these three statuses:

  • Registered
  • Viewed Live
  • Viewed Recorded

 

If you would like to change these values to custom ones, you can do this by following these steps:

1. From the "Setup" area of Salesforce, go to the "Customize" drop-down

2. Then click on "Campaigns"

3. Under the header for "Campaign Members", click on "Fields"

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4. Find the field called "Status" and click on it 

5. You can now edit the Statuses you would like to change.  Note: Only change the "Label" field.  Do not change or update the "API Name" field or otherwise the Connector will not work.

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