The Campaign Member Helper allows users to search for leads/contacts and add them to a campaign as campaign members. The component also supports deletion of campaign members.
- Replicating the functionality of adding campaign member through search using a simple button click.
- Searching through a lead or contact record based on filters applied and mass adding new campaign members to the campaign and provide them the default status.
- Ability to remove existing campaign members and update the status of existing campaign member.
You can download the component from Salesforce Appexchange.
Campaign Member Helper is a lightning component using which a user can add new campaign member(s) to a particular campaign by selecting the lead or contact records based on filters applied during the search with a desired status.
In Addition, it also presents the functionality to edit and/or delete one or many existing campaign member.
You can also refer the User Manual for further details, from here.
For those who know and love the Salesforce Classic way of adding Campaign Members, then this is for you. This has helped with keeping our users happy and absolutely love the ease of use of implementing. Great job!
Mission accomplished. This worked perfectly. I needed to contact support to find out how to add it to my layout and they got back to me right away with an instruction video.
I simply missed the new menu item on the left hand side.
Nice work guys. Thanks!