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fabrizio bianchi 13 lead campaign member field update automation
Hi guys,
I've got this request from my client, which I think might be fulfilled though the Process Builder:
When the model of interest (picklist) is modified on the lead, the change must also be reported on the campaign members with timelines as per the rule expressed below.
It is requested that the priority value indicated in the Salesforce model of interest field, as well as the "Interested in used vehicles" check-box are also reported on the Campaign Members corresponding to that lead / opportunity with the following time variables (which must be configurable as for Test Drive and Quotation): the model of interest entered as a priority in the "Models of interest" field on the lead / opportunity page, must be reported on the last campaign member created and also on any other campaign members with creation date equal to and / or less than 180 days from the original create date of the last campaign member.
The update of the model of interest on all campaign members is initiated when:
I've got this request from my client, which I think might be fulfilled though the Process Builder:
When the model of interest (picklist) is modified on the lead, the change must also be reported on the campaign members with timelines as per the rule expressed below.
It is requested that the priority value indicated in the Salesforce model of interest field, as well as the "Interested in used vehicles" check-box are also reported on the Campaign Members corresponding to that lead / opportunity with the following time variables (which must be configurable as for Test Drive and Quotation): the model of interest entered as a priority in the "Models of interest" field on the lead / opportunity page, must be reported on the last campaign member created and also on any other campaign members with creation date equal to and / or less than 180 days from the original create date of the last campaign member.
The update of the model of interest on all campaign members is initiated when:
● An automatic update of the model of interest takes place (e.g. Campaign Member generated by Form);
● A manual change occurs on the lead / opportunity page by the Salesforce user. I would like to have your thought on that. Cheers Fabrizio