Campaign Member custom fields are not available for mapping when adding members via the Data Import Wizard

Campaign Member custom fields are not available for mapping when adding members via the Data Import Wizard

Campaigns , Spring 16

Last updated 10 days ago ·Reference W-2985790 ·Reported By 130 users

In Review

When attempting to add Campaign Members using the Data Import Wizard, Campaign Member custom fields will not be available for field mapping.

(Prerequisite: have custom fields on the Campaign Member object)

1- From a Campaign record, find the 'Manage Members' menu and select 'Add Members - Import File'.
2- In the Data Import Wizard, select either 'Accounts and Contacts' or 'Leads' under 'What kind of data are you importing?'.
3- In the 'What do you want to do?' section, select 'Add new records' to import new Contact or Lead records as Campaign Members, or 'Update existing records' to add existing Contacts or Leads as Campaign records, and configure as desired.
4- Upload your CSV file containing the records that you Campaign Members that you would like to add or update and click [Next].
5. In the field mapping screen, click 'Change' or 'Map' to map a selected column from your CSV file to a Salesforce field.
6. In the 'Map your field' pop-up, observe that none of your Campaign Member custom fields are available for mapping.

1. Add Campaign Members using the Data Import Wizard.
2. Get the Campaign Member ID for each record that you would like to update and add that to your CSV file as a new column.
3. From the Campaign record, select 'Update Member - Import File' from the Manage Members menu.
4. Proceed to field mapping and confirm that Campaign Member custom fields are available for mapping.

Reported By (130)

Camron Shahmirzadi Demi Yang Sky Brandt Meghan Peterson-McCoy Jesse Mostipak admin admin Angel Noguera Camara Bryan Snyder Tabitha Schofield Jennie Davies Steve Miller Hank Kuo Mathieu Pussiau Dan Kingsley Christine Gorman Integration Lee Yakiwchuk Mary Helen Ybarra Johnson Ellen Kranzer Zabou Nicoul 丁介亮 Light Ding Angela Sills Mike Levett Janice Geipel Ben Patterson Jennifer Laing Lynn Mason-Small Anthony Suda Vera Parassidis Matthew Krivanek Brían O' Connor Brian O' Connor Cathy Brown Jessica Pirkle Michael Covert VIVEK T S Linda Sirmans Sarah Dallimore Kristin Cecil Mark Jones MTI Admin Jeff May Deepthi Kudrathaya Aaron Raybin Nechama Bergman Antonio Giudice Andy Kallio Lana Trent Olga Loza Natalie Spence Justin LaMont Victor Bloise Carolyn Reuman Akash Bhandari Casey Gresback Nephos Consulting David Bruce Drew Chaplin Chris Healy Morgane QUERAN Kelly Nissl Katherine Natafgi Gina Pedroni DA Solo Derell Jenkins Louise Cabral MaryAnn Smith Zoe Rogers James Snavely Kayla Greenberger Rachel Dugan CSM Administrator BX Ops Jenny Ji Shasta Weiss Sarah Frank Youssef Kassidi Krassi Popov Katherine Levenstein Michelle Morris (Quest Diagnostics) Katerina Bairaktari Tim Hale Amanda Wurtz Jillian Gartner Stephen Duhon Coco Dean Lissa Smith Kathleen Presley Katie Woodward HHP team Lesley James Elaine Cole Lexine Pishue Tom McGough Sandra De Bock Sonal Nadiadhara Leslie Collins Alterna Guatemala Andrew Loh Vishal Kashyap Stefanie Cramer Diana Carter Jessie Diesing Kathleen Lehnigk System Administrator Shim Bindra David Bruce Jewoo Yu Cloud4Good Consultant Chandra Verrett Agnes Winkler Nicole Rothermel Brian Cruver Jay Rainey Asif Nam Rhonda Ross Dorian Jones Stephanie Poorman Wenda McMahan Kristien Vancuyck BC Wells Miles Moen Andy Pickup Pranay Joshi Seth Caldwell Wendy Sadeh Karan Malkan Heather Groomer Joanna Iturbe Lauren Russo

Is it Fixed?

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