Apex Code Development You need to sign in to do that
Don't have an account?
chrissy111 Simple Apex Trigger: Update Lookup field on CampaignMember Object
On the standard CampaignMember object, I have a custom lookup field that I am trying to populate....It links to the Lead object and is called "SFDC_Lead__c".
I'm trying to create a trigger that populates this fields with the value from the standard campaignmember field "Lead". This is what I have so far, although it doesn't work:
trigger SetCampaignMemberLeadField on CampaignMember (before insert, before update) { for (CampaignMember a : Trigger.new) { a.SFDC_Lead__c = a.Lead.Id; }}
All Answers
btw-you'll want to remove converted leads or you'll get an error every time you try to edit a campaign member that points to the contact from a converted lead. ContactID is always present for converted leads so this is the simplest check.
trigger SetCampaignMemberLeadField on CampaignMember (before insert, before update) { for (CampaignMember a : Trigger.new) { if(a.ContactID==null){ a.SFDC_Lead__c = a.LeadId; } } }
Thanks, John! Great point. So, on the campaign member, I also have a custom lookup field to the Contact object. I modified your suggestion to be an "if else" so that the Contact field will update, too:
trigger SetCampaignMemberLeadContactField on CampaignMember (before insert, before update) {
for (CampaignMember a : Trigger.new) {
if(a.ContactID==null){
a.SFDC_Lead__c = a.LeadId; }
else
if(a.ContactID!=null){
a.SFDC_Contact__c = a.ContactId;
a.SFDC_Lead__c = null;
}
}
}
This works to update both fields, and it clears out the SFDC_Lead__c field after the lead is converted. The only limitation is that the CampaignMember object has to be updated after a lead is converted in order for the custom SFDC_Contact__c field to fill in. Still pretty cool, though, because now we can pull any Lead or Contact field onto a Campaign Member report or list view.
Makes sense - if you want this to fire upon lead convert, you could have 2 triggers:
1) CM Insert trigger to populate leadID or Contact id
2) Contact insert/update trigger to remove LeadID & add ContactID when a lead is converted to either a new contact or merged into an existing one
Hi,
I have question about trigger.I create a custom object ="Product" on opportunity object .I create three (3) fields on custom object = Product and the filed description is below:
Field # 1:Application Received By(which is lookup(user)field)
field #2 : Closing Stage (pick list field; option is recieved)
field # 3: Closing Stage Owner ((which is lookup(user)field)
I have the requirment that :
If Application Received By not null
then
condition # 1 : set Closing Stage = recieved
and
condition # 2 : set Closing Stage Owner = Application Received By
Example: If Application Received By = steve then according to workflow it should update the Closing Stage = recieved and Closing Stage Owner =steve
I create workflow for this and i am able to satisfy the condition # 1 but I am not to create work field update for condition # 2.
I am new to salesforce and could anyone of you help me for writing this trigger.
thanks
Its a bit off topic for this thread, but why did you create a custom object for project? I haven't looked into it in a while, but there might be "cross object workflow" to do what you are depicting below if you use the standard products object.
If your custom object is has a lookup to oppty, to build a trigger you'd need to query the oppty to get the data like Closing Stage & Owner to update your fields.