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Pat Willard

Customizable Campaign Member Status Values picklist

Campaigns & Leads

On the "Campaign" detail page, there is a button labeled "Advanced Setup" that allows editing the list of "Member Status Values." Unfortunately, this only works for the specific campaign. What I want to do is edit the list globally. I've spent a lot of time looking through Setup -> Customize and cannot find any way to do this. Is it hidden in some non-obvious place? Is it simply not possible (Salesforce generally does a good job allowing global picklist customization)? If I need to override the "Advanced Setup" button, how do I do so without having to write SControl code.

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Latest Comment from Salesforce

David Louie - 1 year ago

Hi all, thank you for your passion for this idea. We don't plan to address this immediately on the roadmap, but we'll continue to re-evaluate our priorities to see if we can fit this in. In the meantime, you may want to consider AAKonsult's solution on the AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005utCcEAI

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Comments ( 420 )

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Ian Chan - 2 months ago

Nevermind, I realized I could do it from data loader for Campaign and CampaignMemberStatus to add a new option.
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Ian Chan - 2 months ago

I do not see AAKonsult Campaign Status can really help the siutation.
We have more than 2000 campaigns. We just want to add one more option for Campaign member status.

I could create collection of options in AAKonsult Campaign Status. However, I still have to visit each campaign to change its type to really get the new option into campaign member status. Maybe I wasn't using AAKonsult correctly?

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Hannah Donohoe - 2 months ago

A suggested workaround for this that we are now using is the 'Clone with Related Field' button on Campaign Page Layout. You can also use this for Opportunity
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Lisa Hern - 2 months ago

Thanks for the quick help and workaround, but PLEASE make this GLOBAL. This is absolutely a necessary component for those making repeated campaigns and iterating as we go.
- Flag
Herman Ng - 2 months ago

If your edition have Flow. I created a solution that is relatively easy to implement:
https://trailblazers.salesforce.com/answers?id=9064S000000Cs9xQAC
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Elizabeth Morrin - 2 months ago

The suggested solution is a significant cost per month to add for a non-profit using NPSP when the solution seems as though it should be simple to make standard in line with other picklists that are customisable according to record type. Very disappointing

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Charlie Treadwell - 2 months ago

I spent countless hours trying to get this working. Every other object has the ability to add new values to the picklist except this object. Mind blowing. Please prioritize.
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Ellen Hendrix - 3 months ago

This would add tremendous value to customers!
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Sasha Hoff - 3 months ago

Mind blowing that this is not possible. Please fix! :)
- Flag
Elena Murray - 3 months ago

We need this very much! Please add.
- Flag
Dani Munsch - 4 months ago

Just spent hours trying to figure this out and now I know it can't be changed - bummer. Would love to be able to change status globally!
- Flag

Kayce Prater - 4 months ago

Agree with Lhotse Springer:

"AAKonsult's Solution is NOT free anymore, it costs 15 AUD per month and my nonprofit clients can't afford it. It's ridiculous that this idea hasn't been implemented considering it has been oppened for more than 12 years and 1,980 Votes"

Now 2,145 votes.

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Amy Hogarth - 4 months ago

It's nuts this is not native functionality.Please fix!
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Jeremy Silbernagel - 5 months ago

Yes, please add this functionality. We need it as well.
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Don Lowry - 5 months ago

It should be possible to customize/modify (globally) both campaign types and status values. Fix please ASAP.
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