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Michelle McMillian Campaign Member Custom Field Formula
I have a custom field (HubSpot Lead Score) on both contact and lead objects that I want to include in campaign member reports. I created a Campaign Member Custom Field (lHubSpot Score), but it only pulls in the info from the first part of the sequence - either from the contact or lead, depending on which I list first in the formula. How can it get it to pull from either the contact or the lead?
This is what I am using:
if( NOT( ISBLANK( Email ) ), Text (Contact.Hubspot_Lead_Score__c) , Text (Lead.Hubspot_Lead_Score__c )) - this pulls the info from the contact but not the lead - or-
if( NOT( ISBLANK( Email ) ), Text (Lead.Hubspot_Lead_Score__c) , Text (Contact.Hubspot_Lead_Score__c )) - this pulls it from the lead but not the contact
Thank you!
This is what I am using:
if( NOT( ISBLANK( Email ) ), Text (Contact.Hubspot_Lead_Score__c) , Text (Lead.Hubspot_Lead_Score__c )) - this pulls the info from the contact but not the lead - or-
if( NOT( ISBLANK( Email ) ), Text (Lead.Hubspot_Lead_Score__c) , Text (Contact.Hubspot_Lead_Score__c )) - this pulls it from the lead but not the contact
Thank you!
1) Do you have a same person exists in Contact but also in the Lead at the same time?
If not then you can simply make a few formual field on Campaign Memeber (let's say X which pulls the info from Lead and Y which pulls info from Contacts) and then have a final field named IHubSpot_Score__c = X__c + Y__c.
it will never be the case where you have values in both fields such as X and Y. It will be either X has value and Y is blank OR a Y has a value in X is blank.
All Answers
1) Do you have a same person exists in Contact but also in the Lead at the same time?
If not then you can simply make a few formual field on Campaign Memeber (let's say X which pulls the info from Lead and Y which pulls info from Contacts) and then have a final field named IHubSpot_Score__c = X__c + Y__c.
it will never be the case where you have values in both fields such as X and Y. It will be either X has value and Y is blank OR a Y has a value in X is blank.
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Thank You Sir!