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Jeremy Mason
Process Builder: Creating Campaign Member on 'Campaign Status'
Hello,
I'm trying to add all campaign members with status of "SQL" to a parent campaign called, "All SQLs". It looks pretty straightforward, but I don't know if it works.
Here is what I did:
1. Object is "Campaign Member" and set to execute when created or edited
2. Only one condition, campaign member status is "SQL"
3. Action type is "Create a Record". Record type is "Campaign Member". Set object variables are "Campaign ID", which is where I want the member to be assigned, and "Status" is "SQL".
Need I do anything more to scan my system for members of any campaign with status "SQL" and add them to this campaign ID with a status of "SQL"?
Mabye the better question is how long should I wait to know if it worked or where do I go to see if my flows in PB have found any matches...?
Thank you,
Jeremy
I'm trying to add all campaign members with status of "SQL" to a parent campaign called, "All SQLs". It looks pretty straightforward, but I don't know if it works.
Here is what I did:
1. Object is "Campaign Member" and set to execute when created or edited
2. Only one condition, campaign member status is "SQL"
3. Action type is "Create a Record". Record type is "Campaign Member". Set object variables are "Campaign ID", which is where I want the member to be assigned, and "Status" is "SQL".
Need I do anything more to scan my system for members of any campaign with status "SQL" and add them to this campaign ID with a status of "SQL"?
Mabye the better question is how long should I wait to know if it worked or where do I go to see if my flows in PB have found any matches...?
Thank you,
Jeremy
All Answers
One thing, you can dynamically associate the child parent id's based on the camp member's campaign and then the parent camp id on that record.
The main question I have though is are you trying to keep the parent and child campaigns perfectly in sync? What about if a member is deleted, do you need to track that?
Anyone have any ideas?
Encountered unhandled fault when running process Add_campaign_members/30170000000TT6p exception by user/organization: 00570000002DK0Z/00D70000000JVf7
Errorcaused by element : FlowRecordCreate.myRule_1_A1
caused by: UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Attempted to add a campaign member where either the member id 'null' or the campaign id '70170000000W5Q4' is null. --- for SFDC record with ID : null, (REQUIRED_FIELD_MISSING) Attempted to add a campaign member where either the member id 'null' or the campaign id '70170000000W5Q4' is null. --- for SFDC record with ID : null,
An error occurred at element myRule_1_A1.
UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Attempted to add a campaign member where either the member id 'null' or the campaign id '70170000000W5Q4' is null. --- for SFDC record with ID : null, (REQUIRED_FIELD_MISSING) Attempted to add a campaign member where either the member id 'null' or the campaign id '70170000000W5Q4' is null. --- for SFDC record with ID : null, .
This report lists the elements that the flow interview executed. The report is a beta feature.
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Flow DetailsFlow Name: Add_campaign_members
Type: Workflow
Version: 2
Status: ACTIVE
Flow DetailsStart time(GMT): Wed Jun 17 14:22:27 GMT 2015
End time(GMT): Not Yet Finished
Duration: 0 seconds
Decision: myDecision
Record Create: myRule_1_A1Salesforce Error ID: 218932797-16736 (294654785)