+ Start a Discussion
cmarz_1cmarz_1 

Total Number of Campinas on a Lead - Need Help

Anyone know a good way to do this?  We want to figure in the number of campaigns a lead has responded to into our lead scoring system.  Since I can't create a roll-up summary field for leads (not sure why) I'm a little baffled as to how I can accomplish this.
 

I don't think I can use a Lead Trigger (does the adding of a campaign count as a lead edit?)

I can't figure out how I could build this into a work flow.

They only thing I can think of doing is building an offline app that scans Salesforce once a night and updates a field on a lead.  I'd rather not do this if it can be avioded.

 
Anyone have any ideas?
werewolfwerewolf

You could make a button on the lead that counts how many campaigns the lead is part of and stores that result in a field, but otherwise, your sweeper process is probably the best thing you've got right now.

 

Rollup summary fields don't work on Lead because there's a junction table between Campaign and Lead, namely CampaignMember.

cmarz_1cmarz_1

The button idea wouldn't work becuase we need this to happen some what automatically for reporting and scoring purposes. But thanks for the suggestion.

 

I looked and there doesn't seem to be a way to create an Apex trigger or Work Flow on CampiagnMember. There are a couple of Ideas that may get me closer to fixing this issue:

 

http://ideas.salesforce.com/article/show/68704/Allow_APEX_triggers_on_junction_tables_like_CampaignMember

 

http://ideas.salesforce.com/article/show/22710/Make_CampaignMember_Partner_and_ContactRole_tables_Customizable

Message Edited by cmarz_1 on 04-10-2009 06:15 AM
werewolfwerewolf
Note that the first idea is listed as Under Consideration, and the second says Coming in the next release (which is Summer '09).