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Question 214 - Certified Administrator discussion

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A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the Campaign, but add new Campaign Members or update Member statuses.

How can an administrator troubleshoot this problem?

A.
Create a permission set to allow the user to edit Campaign Members.
Answers
A.
Create a permission set to allow the user to edit Campaign Members.
B.
Provide the user access to both Leads and Contacts to edit all Members.
Answers
B.
Provide the user access to both Leads and Contacts to edit all Members.
C.
Make sure the Marketing User Checkbox is checked on the user record page.
Answers
C.
Make sure the Marketing User Checkbox is checked on the user record page.
D.
Run a Campaign report and update any Member information via Data Loader.
Answers
D.
Run a Campaign report and update any Member information via Data Loader.
Suggested answer: C

Explanation:

To allow a user to add new Campaign Members or update Member statuses, the administrator should make sure that Marketing User Checkbox is checked on the user record page. This checkbox enables users to create, edit, and delete campaigns, configure advanced campaign setup, import leads, manage campaign members, and update campaign history via mass update. The checkbox also requires users to have Read and Edit permissions on campaigns and leads/contacts. Creating a permission set, providing access to both Leads and Contacts, or running a Campaign report will not enable users to manage Campaign Members.

Reference: https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.htm&type=5

asked 23/09/2024
Juan Rodriguez
41 questions
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