Count number of campaigns on a lead record

Problem

Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead? Also, how engaged is a Lead?

Solution

Create a rollup that counts Campaign Members then have this value reside on Lead.

The first step is to create a new custom field (using Number as the data type) on the Lead object. You can name the field "Number of Campaigns."

• Select Lead as the Destination Object
• Select "Number of Campaigns" as the Target Field
• Select Campaign Members as the Child Object
• Use the default Relationship Field
• Select Count as the Select Type. Note: IsDeleted is the default source field used for count rollups since it is a simple boolean field that exists on all records
• A filter is not required since you want to count all Campaigns
• Save and Run the rollup