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Automatically Assigning Contacts to a Campaign with Process builder and flow
Automatically Assigning Contacts to a Campaign with Process builder and flow
I am trying to automatically assign contacts to campaigns. I know how to do this in a trigger but i want to do it with ProcessBuilder and Flow. I started doing it but got lost. I am new to Flow, can someone point me in the right direction. ?
On opportunity I have a custom field called Borrower__c (lookup to contact), another custom field called Initiator__c (lookup to user). For every user I have record in an object called MySetting__c. On MySetting__c, there is a lookup field called Deal_Closed_Campaign__c which looks up to Campaign, and another chek box field called Enabled.
When the Opportunity stage is 'DealClosed' and MySetting__c.Enabled== True And MySetting. Deal_Closed_Campaing__c == 'DealClosedCampaign', I want to assign the Borrower to the campaign 'DealClosedCampaign'
Eg: if on Opportunity, Borrower == 'Chris Nunez', Initiator__c == 'Jose Lopez',
Jose Lopez has a record in Mysetting__c where Deal_Closed_Campaign__c == DealClosedCampaign, then add Chris Nunez to DealClosedCampaign
Thanks
I am trying to automatically assign contacts to campaigns. I know how to do this in a trigger but i want to do it with ProcessBuilder and Flow. I started doing it but got lost. I am new to Flow, can someone point me in the right direction. ?
On opportunity I have a custom field called Borrower__c (lookup to contact), another custom field called Initiator__c (lookup to user). For every user I have record in an object called MySetting__c. On MySetting__c, there is a lookup field called Deal_Closed_Campaign__c which looks up to Campaign, and another chek box field called Enabled.
When the Opportunity stage is 'DealClosed' and MySetting__c.Enabled== True And MySetting. Deal_Closed_Campaing__c == 'DealClosedCampaign', I want to assign the Borrower to the campaign 'DealClosedCampaign'
Eg: if on Opportunity, Borrower == 'Chris Nunez', Initiator__c == 'Jose Lopez',
Jose Lopez has a record in Mysetting__c where Deal_Closed_Campaign__c == DealClosedCampaign, then add Chris Nunez to DealClosedCampaign
Thanks
Sorry for this issue you are facing.
May I suggest you please refer to below link from the success community exactly with a similar discussion and follow the steps which might probably do the trick for you.
- https://success.salesforce.com/answers?id=90630000000Zg0M
Please let us know if this helps.Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
Great suggestion by @Mayank Srivastava. Based on suggestions by Mayank I designed my flow.
Logically I am on the right path however, contacts are not being added to relevant campaigns.
I think in the Process Builder I haven't set my flow variable correctly.
I shall keep debugging and update my post accordingly.