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Petercass88 Workflow - Leads in campaigns
We are attempting to create a workflow that assigns a task to leads that attend a campaign.
Here is what we have set up:
Object: Lead
Eval Criteria: created, and every time it's edited
Rules (Criteria are met): Lead: Campaign Member Status "Contains" = Attented, Registered
Task Creation:
Assigned To: Lead Owner
Due Date: Rule Trigger Date + 7 days
When we test this workflow by modifying a lead record to "attended" or "registered" in the campaign section, the work flow DOES NOT create a task for the lead.
I double, triple, and quadruple checked all options to get the workflow to run properly but I am coming up blank... any assistance would be greatly appreciated!
http://help.salesforce.com/apex/HTViewSolution?id=000004869&language=en_US
if above is not OK for you, you will have to write a trigger on campaign member.
i do not have the option to create a trigger, is there a trigger limit? We have 4 triggers in use for leads. Thank you for the help!
you have to do it in sandbox