Campaign membership after lead conversion
Key Takeaway
After lead conversion, campaign membership moves to the contact, and the opportunity links to a campaign through its Primary Campaign Source field.
A lead can be a member of one or more campaigns. When you convert a lead, Salesforce creates an account, a contact and optionally an opportunity from the lead's information. Knowing which record receives which piece of campaign data tells you where marketing history shows up after conversion.
Which record receives which campaign data
If the lead was a campaign member, Salesforce moves that campaign member record to the new contact. Campaign data follows the person, not the company or the deal. Activities work differently, as this table shows.
| Campaign History and Marketing Actions related lists | Open Activities and Activity History | |
|---|---|---|
| Contact | Carry over | Carry over |
| Account | Do not carry over | Carry over |
| Opportunity | Do not carry over | Carry over |