Pro Tip: Adding Custom Formula Fields to Campaign Member

Adding a Lead or Contact value

In the example below, we are adding "Persona" from either Lead or Contact to a custom formula field on Campaign Member. The following logic is applied:

1. If the Campaign Member record is associated with a Contact, get the Persona value from Contact.
2. If the Campaign Member record is associated with a Lead, get the Persona value from the Lead.

Formula:

IF(ISBLANK(LeadId), TEXT(Contact.Persona__c), TEXT(Lead.Persona__c))

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Adding an Account value when not using Align.ly Lead-to-Account

In the example below, we are adding "Industry" to a custom formula field on Campaign Member. The following logic is applied:

1. If the Campaign Member record is associated with a Contact, get the Industry value from Account.
2. If the Campaign Member record is associated with a Lead, get the Industry value from the Lead.

Formula:

IF(ISBLANK(LeadId), TEXT(Contact.Account.Industry), TEXT(Lead.Industry))

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Adding an Account value when using Align.ly Lead-to-Account

In the example below, we are adding "Industry" to a custom formula field on Campaign Member. The following logic is applied:

1. If the Campaign Member record is associated with a Contact, get the Industry value from Account.
2. If the Campaign Member record is associated with a Lead with a Matched Account (using Align.ly Lead-to-Account), get the Industry value from the Matched Account.
3. If the Campaign Member record is associated with a Lead with no Matched Account, get the Industry value from the Lead.

Formula:

IF(ISBLANK(LeadId), TEXT(Contact.Account.Industry), IF(!ISBLANK(Lead.algnlta__Matched_Account__c), TEXT(Lead.algnlta__Matched_Account__r.Industry), TEXT(Lead.Industry)))

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