Activity Forums Salesforce® Discussions When a new lead is created How to add existing Campaign in Lead Campaign Field using Process Builder in Salesforce?

  • Nikita

    Member
    November 11, 2019 at 4:03 pm

    Hi Prachi,

    1. Open Process Builder:
      • Salesforce Classic: Setup | Create | Workflows & Approvals | Process Builder
      • Lightning Experience: Gear icon | Setup | Platform Tools | Process Automation | Process Builder
    2. Click on New | Enter Process Name. Then click Save.
    3.  Click Add Object. Select Lead.
    4. Select when you need to start the process: only when a record is created or when a record is created or edited.
    5. Click Save.
    6. Set criteria:
      • Enter a Criteria Name (something like Attach Lead to Campaign).
      • Criteria for Executing Actions: Enter the Conditions that must be met for the lead to be added to the campaign if any, otherwise select No criteria—just execute the actions!
      • Click Save.
    7.  Add Immediate Actions:
      • Select the Create a Record Action Type.
      • Enter an Action Name.
      • Select Record Type: Campaign Member.
      • Set Field Values:
        • Campaign Id: 15 digit Id of the Campaign (You will find the Id in the URL of the campaign record).
        • Lead Id (Type: Reference): [Lead].Id
      •  Note: No need to set criteria for any other fields unless they are required in the Campaign Member records.
    8. Save the Process.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos