Campaign Metrics - Most Recent Campaign

Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

Solution: Rollup the name of the most recent Campaign to the Contact record via Campaign Membership.

You can rollup the name of the most recent Campaign to the Contact record via Campaign Membership.

First, create a new custom text field on Contact (Campaign Name - Most Recent)

1. Choose Contact as where you would like your rollup results to reside.
2. Choose your custom field (Campaign Name - Most Recent) as the field where you would like your results to reside.
3. Select Campaign Member as the object to use as your source with the relationship ContactID - CampaignMember.ContactID, then select CampaignID> and Name as the field to use as your source.  Select Text Separated By
4. Create a new filter:
   1. Name the filter (Most Recent Campaign)
   2. Limit to 1 record.
   3. Specify Sort Order - Created Date, Descending Order

Save the filter, then either save the rollup or save and run the rollup.

To see this information displayed on Account, create a hierarchy rollup using your results as the source for a rollup to Account.