Map Campaign Members
Visualizing campaign members on the map can provide rich geographical insight for a campaign. The Campaign Member object has unique Salesforce properties that require you to implement some preliminary setup in order to map it.
Check out this video to learn more about the process, or follow along with the steps in this document.
1. Ensure you have set up Map Objects for both Contacts and Leads prior to beginning this process. If you need assistance on setting up Map Objects in Geopointe, this link will walk you through the steps.
2. In Salesforce Setup, use the Quick Find to find Campaign Members, then click Fields. (In Lightning, use the Object Manager to find Campaign Members).
3. Click New under Custom Fields and Relationships. Select Formula as the Data Type and Text as the Formula Return Type.
4. Set the value of the field based on the values indicated in the chart below. They will match the values of the address fields (Street, City, State, Zip/Postal Code, Country) on the Campaign Member object. (Why do you have to do this? Because Salesforce only gives us access to these fields in formulas. Please vote for this idea so we don’t have to use it: Expose Campaign Member Fields in the API.)
|Mapping Name||Mapping_Name||FirstName & " " & LastName|
|Mapping Postal Code||Mapping_Postal_Code||PostalCode|
5. For each new field, leave the Field Level Security set to Visible and choose whether or not you want to display it on the page layout. Group and Professional edition are required to display it. Enterprise and Unlimited do not have to. When finished, click Save.
6. Navigate back to the Campaign Member Custom Fields & Relationships to create a Geocode Lookup field. Click New, select Lookup Relationship, then click Next.
7. Select Geocode from the Related To drop down, then click Next.
8. Enter a Field Label (Geocode would be fine) which typically auto-populates the Field Name. Click Next.
9. Leave the field as visible and editable to all Profiles (there’s no need to lock anything down because they’ll only see Geopointe if they have a license). Click Next.
10. The next page allows you to add the Geocode field to your page layout. If you’re using Enterprise or Unlimited editions of Salesforce, this step is unnecessary unless you want it visible. Keep the box checked if you are on Group or Professional. Like standard objects, having this field on the layout is how Geopointe has the ability to communicate with the object. Click Next.
11. Uncheck the boxes for adding a Related List, then click Save.
Once these fields have been created you should see something similar to the following image in the setup section for Campaign Member fields.
12. Navigate to Geopointe Setup, click the Map Objects sub-tab, then click New Map Object.
13. Select Campaign Members in the drop down. When selecting the address fields for the map object, use the mapping formula fields you just created. Click Save. Your map object for Campaign Members should look something like this:
That's it! It should be using the geocode information already saved on your contacts and leads, and should be ready for use.