You need to sign in to do that
Don't have an account?
Craig Phoenix
Campaign Member Process Builder Not Working On Campaign Related List
I have a Process builder setup where when our Marketing integration creates the campaign member record it updates the Lead with the name of the campaign however when sales manually press the "Add to Campaign" button on the "Campaign History" related history it does not trigger this same process as the field is not updated.
Do I need to adjust any code or create a new process to copy the campaign name to the Latest Campaign name field?
Do I need to adjust any code or create a new process to copy the campaign name to the Latest Campaign name field?
Greetings!
I would suggest you to double check,if the criteria is met which is set on the process builder to fire the action.In order to troubleshoot further,I would suggest you to capture the debug logs for working and non working scenario and compare the both logs before making changes.
https://help.salesforce.com/articleView?id=sf.code_add_users_debug_log.htm&type=5
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Shirisha Pathuri