With the Winter 10 Campaign Assistant, imports are now even more powerful!  You can auto-email leads on a tradeshow list, map custom fields like "Attended" or "RSVP-Yes" to better track responses , fire apex triggers, & run validation rules to prevent dirty data from being created! Check out this video for an overview of some of the great Winter 10 features:



To enable all of this, click Setup-->Customize-->Critical Updates and activate the New Campaign Member Creation Behavior!

Now lets dive into the details of what's changed.  To get to the Campaign Member import wizards, click on Manage Members.  Here we'll look at the Update wizard.



First notice that there's a new checkbox to run workflow rules.  This means you can now run email alerts to thank everyone for attending your webinar, or run field updates such as setting a custom field No Show to True if Attended equals False and RSVP-Yes equals True.




Next, you'll see that now all Campaign Member custom fields are visible in Step 2 and can be mapped!  This makes it much easier to store all the information you need to qualify and pursue this response; for example, whether they asked questions, if they attended, or any information you wish.  




After clicking Import on Step 3, all triggers & validation rules will fire in the background.  This gives you the tools to minimize dirty data and create any complex automation & flows leveraging the power of the Salesforce platform!

Have any import wizard tips & tricks?  Share them in the comments below!