Question

What is the solution to the following scenario?

An organization would like to allow its marketing department to be able to see only the details of the campaign members whose contact or lead records they have access to.

Answer 1

The solution involves configuring access privileges and permissions within the organization's system to allow the marketing department to view campaign member details for the contacts or leads they have access to.

Step-by-step explanation:

The solution to this scenario involves configuring access privileges and permissions within the organization's system. Specifically, the marketing department should be granted access to view the details of campaign members for whom they have contact or lead records.

This can be achieved by setting up role-based access controls (RBAC) or user access management (UAM) in the organization's customer relationship management (CRM) or marketing automation platform. By defining roles and assigning permissions based on contact or lead records, the marketing department can have restricted access to the campaign member details they need.

For example, if a marketing team member has access to contact records A, B, and C, they will only be able to see the campaign member details associated with those specific contacts.