How Do I Backdate Campaign Member Responses from Salesforce?

The standard Date/Time fields on the campaign member object are not editable by users and are changed automatically by Salesforce on certain events.

To give your team the ability to edit the Activity Date, you will need to create a custom field in Salesforce and contact support to configure Terminus Data Studio to use this field instead of the campaign member created date.


Creating a Custom Salesforce Field for Historical Date/Time Stamps

In Salesforce, navigate to Setup > Customize > Campaigns > Campaign Members > Fields > Click the "New" Button.

  • Data Type: Date/Time
  • Field Label: TH Activity Date
  • Field Name: TH_Activity_Date__c
  • Description: Used to override the default marketing response date for Terminus Measurement Studio reporting.
  • Help Text: (Optional) Enter a value to override the default marketing response date for Measurement Studio reporting
  • Required: False (unchecked)
  • Default Value: (leave blank)

Set field-level security according to your needs. Best practice would be to make the field read-only for non-marketing users.

Leave "Add Field" checked and hit Save.

Once you create this field and have the correct dates and times populated, please contact support@terminus.com to have your Terminus Data Studio configuration updated to account for this field.

Please include the Salesforce API name for the field in your email (example: TH_Activity_Date__c).

Once the configuration has been updated, Terminus Data Studio will use the value in the TH Activity Date field as the date for the campaign activity. If the TH Activity Date field is blank, Data Studio will use your preferred campaign activity date field (default is campaign member created date).


OPTIONAL: Create Master Activity Date/Time Field on the Campaign Member Object

If you would prefer to have this same functionality in Salesforce, you can create a second custom field on the campaign member object to perform this override logic and give you a single Date/Time field to use on your page layouts and in reports.

In Salesforce, navigate to Setup > Customize > Campaigns > Campaign Members > Fields > Click the "New" Button.

  • Data Type: Formula
  • Field Label: Master Activity Date
  • Field Name: Master_Activity_Date
  • Formula Return Type: Date/Time
  • Formula: IF( ISNULL(TH_Activity_Date__c), CreatedDate, TH_Activity_Date__c)

NOTE: You can also use another Date/Time field such as FirstRespondedDate or LastModifiedDate instead of createdDate in the formula above for your default Date/Time.

  • FirstRespondedDate: Updated once by SFDC the first time a campaign member has a responded status
  • CreatedDate: Updated once by SFDC when a lead or contact is added to the campaign to create a new campaign member
  • LastModifiedDate: Updated by SFDC every time any field on the campaign member record is updated.
  • Description: Formula to surface the most relevant Date/Time of the campaign response for each campaign member. This will return the value in TH Activity Date if there is one, otherwise, it will return the created date.
  • Help Text: (optional: provide a message that will appear as a tooltip in Salesforce)
  • Required: False (unchecked)
  • Default Value: (leave blank)

Set field-level security according to your needs. best practice would be to make the field read-only for non-marketing users.

Leave Add Field checked and hit Save.

Once you create this field, please contact support@terminus.com to have your Terminus Data Studio configuration updated to account for this field.

Please include the Salesforce API name for the field in your email (example: Master_Activity_Date__c).

 

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